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(203) 939-4664
james.curtin@lpl.com
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Your Financial Life deserves Expertise and Simplicity

I'm here to simplify the complicated, answer the tough questions, and help you move forward with a plan that truly fits your life.

What I do
Financial Guidance Built Around Your Life

I help people take the next step with their finances — whether that's planning for retirement, managing a growing portfolio, or Estate/Insurance Planning needs. 

WELCOME
You Don't Have to Figure It Out Alone

Money can be stressful. Planning for the future can feel overwhelming. But it doesn't have to be that way. I work with clients who want a steady hand and a clear voice to help them navigate their financial lives. My job isn't to talk over your head — it's to walk beside you, explain things clearly, and help you feel confident about the decisions you're making.

Strategies
Whatever you're facing, we can find the strategy

Your financial needs are unique, and you deserve guidance that reflects that. Here are some of the ways I support my clients.


Portfolio Management

I'll help build and manage a portfolio that's designed around your goals — and I'll keep watch over it so you don't have to worry about every market headline.

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Retirement Planning

Retirement should be something you look forward to. I'll help you put a plan in place so you can approach it with clarity and confidence.

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Risk Management

Life is unpredictable, but your financial plan doesn't have to be. I'll help you identify risks and create strategies to help manage them.

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Estate Strategy

Planning for what comes next is one of the most meaningful things you can do for your family. I'll guide you through it with care and attention.

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Life Insurance

Life insurance can be confusing, but it doesn't have to be. I'll help you understand your options and find what fits your family's needs.

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HNW Client Guidance

Significant wealth comes with unique challenges. I provide hands-on support to help high-net-worth clients stay organized and on track.

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Extended Care Strategies

Long-term care planning is easy to put off, but addressing it early can make a meaningful difference down the road. Let me help you think it through.

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Small Business Guidance

As a business owner, your personal and professional finances are deeply connected. I'll help you bring both sides into focus.

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Social Security Strategies

Social Security decisions can have a lasting impact. I'll help you understand your choices and choose the path that makes the most sense for you.

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Cash Flow Analysis

Getting a clear picture of your income and spending is one of the most valuable things you can do for your financial health. I'll help you do just that. box-empty

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Education Strategies

Planning for education costs is a big deal for families. I'll help you explore your options and find a strategy that works without derailing your other goals. box-empty

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Charitable Giving

Giving back should feel good — and it can also be smart. I'll help you explore ways to align with both your heart and your financial plan.

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Special Needs Trust

If you have a loved one with special needs, planning takes an extra level of thought. I'm here to help you build a strategy that puts their well-being first.

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Debt Management

Debt can feel like a weight. I'll help you create a clear plan to manage it while still making meaningful progress toward your goals. box-empty

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Financial Education

I want you to feel informed and empowered at every step. That's why I make ongoing education a core part of the work we do together. box-empty

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About My Firm
Advice for Your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. Working with me and all that LPL Financial has to offer, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single relationship. It’s a distinct advantage of working with one of the nation's largest financial institutions with a personalized relationship addressing not just your financial needs but life goals beyond investing.

The Process
Getting Started Is Easier Than You Think

I keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with me looks like.

1. Goals
Let's Start With a Conversation

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Assess
Build a Plan Around Your Life

I'll design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Implement
I'll Be With You Every Step of the Way

As your life changes, your plan should too. I'll provide ongoing support and adjustments to help keep you on track.

Plan Your Next Chapter

My Resources
Helpful Reads to Keep You Informed

I share resources regularly to help my clients stay informed and inspired. Take a look at some of the latest below.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Get Started
Let Me Help You Take the First Step

You don't need to have all the answers — that's what I'm here for. Reach out today and let's start a conversation about what's possible.

How to Get Started