MONTY MCCURLEY, RSSA®
High Point Financial Group
6000 Poplar Ave Ste 250
Memphis, TN 38118, US
Professional Profile
Monty McCurley – Your Trusted Financial Guide
With over 18 years of experience, Monty McCurley has established himself as a trusted financial advisor, dedicated to helping clients grow, preserve, and distribute their wealth in the most tax-efficient way possible. While he began his career in property & casualty insurance, Monty soon discovered his true passion—guiding those nearing retirement and business owners through the complexities of financial planning.
Monty’s expertise is recognized at the highest levels of the financial services industry. As a proud member of the prestigious Million Dollar Round Table (MDRT)—a distinction reserved for the top financial professionals worldwide—he upholds the highest standards of ethics, service, and performance. Additionally, as a Registered Social Security Analyst (RSSA), Monty is uniquely qualified to help clients maximize their Social Security benefits as part of a comprehensive retirement strategy.
Monty specializes in asset protection, income taxation, Social Security optimization, and estate planning, always focusing on empowering clients to take control of their financial futures. His mission is clear: to educate, involve, and motivate clients, ensuring they feel confident and informed every step of the way.
A proud graduate of Arkansas State University, Monty holds a B.S. in Accounting and a Master’s in Educational Leadership, providing him with a strong foundation for navigating complex financial landscapes. Based in Tennessee, Monty is deeply connected to the community he serves. In his spare time, he enjoys spending time with family and friends, grilling, golfing, and cheering on local sports teams.
Licensed across several states in Life, Health, and Annuities, Monty is also an Independent Advisor Representative with a Series 65 license, ensuring his clients receive the highest level of expertise and guidance.
At High Point Financial Group, Monty’s goal is to help you navigate your retirement with confidence and peace of mind, providing tailored solutions that fit your life and goals. With a focus on trust, transparency, and education, Monty is committed to being your trusted partner on the path to a secure and fulfilling retirement.
Your goals. Our guidance.
Areas of Expertise
- Investment Advisor
- Retirement Specialist
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
