Curtis Clark, CPFA®

Financial Advisor at The Pension & Retirement Group LLC

Powell, Ohio

Quick Answer

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™

Contact Curtis Clark, CPFA® in Powell, Ohio

Phone: 833-736-2253

Email: [email protected]

Website: https://thepensionandretirementgroup.com/

Areas of Expertise in Powell, Ohio

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

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 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...

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Frequently Asked Questions About Curtis Clark, CPFA® & Financial Advisors in Powell, Ohio

What services does Curtis Clark, CPFA® offer?

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.

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.

Is Curtis Clark, CPFA® SafeMoney Certified?

Yes, Curtis Clark, CPFA® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

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.