Financial Advisor at The Pension & Retirement Group LLC
Powell, Ohio
Curtis Clark, CPFA® is a licensed independent financial professional at The Pension & Retirement Group LLC in Powell, Ohio with 25+ years of experience. Specializing in Retirement Income Planning, Tax Planning, Pension Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 833-736-2253
Email: [email protected]
Licensed Independent Financial Professional · 25+ Years Experience · SafeMoney Certified™
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 Consulting
Curtis 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 Strategies
For individual clients and business owners, Curtis works across all areas of retirement planning — including investment management, income planning, insurance solutions, risk management, and tax reduction planning. His goal is to help every client retire with as much tax-free income as possible, with maximum growth and safety.
Committed to Serving Military Veterans
An Ohio native and proud Air Force veteran, Curtis earned his bachelor's degree in business administration and takes personal pride in serving our nation's military veterans. He brings firsthand understanding of the unique financial challenges veterans face to every client relationship.
Start Your Retirement Planning Conversation in Powell, Ohio
Whether you are a business owner, corporate fiduciary, or individual planning for retirement, Curtis Clark and The Pension & Retirement Group LLC are ready to help you build a strategy focused on guaranteed income, tax efficiency, and lasting financial security.
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Curtis Clark, CPFA® at The Pension & Retirement Group LLC offers Retirement Income Planning, Tax Planning, Pension Planning in Powell, Ohio. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
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.
Yes, Curtis Clark, CPFA® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
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.