Retirement Income PlanningTax PlanningPension PlanningEstate PlanningWealth ManagementLife InsuranceLong Term Care PlanningSocial Security PlanningAnnuitiesFederal EmployeesCollege Savings Planningfixed-annuitiesindexed-annuitieslife-insurancesecuritieswealth-transfer-legacy-planningsafe-moneyIndexed AnnuitiesFixed Annuities
About Curtis Clark, CPFA® — Powell, Ohio
Curtis Clark is a Managing Partner at The Pension & Retirement Group LLC, serving clients in Powell, Ohio and throughout the state. With over 25 years of financial service experience, Curtis brings deep expertise in retirement planning for corporations, non-profit organizations, and individuals seeking a secure financial future.
Corporate & Institutional Retirement Plan ConsultingCurtis provides investment and retirement plan consulting services to corporations, non-profit organizations, and individual clients. He specializes in helping fiduciaries seek protection from personal and corporate liability related to their retirement plans, while aiming to enhance potential investment opportunities and ultimately helping participants achieve their retirement dreams.
Individual & Business Owner Retirement StrategiesFor individual clients and business owners, Curtis works across all areas of retirement planning — including investment management, income planning, insurance solutions, risk mana...
Service Areas
Contact for service area information
Media
No media available
Upcoming Events
No upcoming events
Profile Updates
No recent updates
Frequently Asked Questions About Financial Advisors in Powell, Ohio
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.