Curt Whipple, CWS, CEP

Founder

Curt has been in the financial planning field since 1981. He started his own financial firm, C. Curtis Financial Group in 1986. In an effort to make things easier for clients to communicate their financial needs and desires, Curt created “RED, BLUE, GREEN CONCEPTS software. Now used by financial planners nationwide.

Curt is now combining the knowledge and experiences that have taken him to the top level of advisors nationwide and helping his clients achieve a more secure and dependable financial future. In addition Curt helps his clients potentially save hundreds of thousands of dollars in taxes over their lifetime with little know tax strategies as well as potentially reducing the annual fees they may be paying.

Curt is a nationally known speaker, having spoken in over 35 states around the country. He is also a published author of two books in the field of financial planning. His most recent book entitled “RETIREE LIFELINE” teaches his readers “How to Get the Government Out of Their Pocket. Curt is married to his wife of 40 years, Connie and has two children, Kelly and Kristopher, and six granddaughters Eisley, Nora, June, Prim, Goldie and Margot. Curt & Connie reside in Canton Michigan.

Curt is a Certified Wealth Strategist (CWS) and a Certified Estate Planner (CEP)