About C. Curtis Financial Group

Since 1986 C. Curtis Financial-with Curt Whipple CWS, CEP leading the way, has made the retirement dream a reality for our clients. Now with Mike Windle RICP and Kyle Whipple carrying on the torch we provide plans that are exceptionally designed based on their goals and dreams, we help our clients enjoy their retirement. We believe that as our client you deserve the best!


Mission Statement

Work with our clients to not only preserve their wealth, but simultaneously grow it, while saving them taxes and ensuring retirement success.


Our Philosophy

With Client First planning that is goal focused, building a Retirement Blueprint the right way is how we believe it should be done. The straight-forward, honest, specialized advice we provide clients with benefits that they can see and enjoy!


Why Work with C. Curtis Financial Group?

  • Our clients have the ability to make money no matter the direction of the market.
  • Clients with C. Curtis understand how world events affect their portfolio.
  • C. Curtis clients achieve their financial dreams!
  • Let us put the tax code to work for you. Our clients are keeping more of their retirement income!

© Copyright 2019. All Rights Reserved. C. Curtis Financial Group.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, GA 30005, (678) 356-1100. C. Curtis Financial Group is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.

CONTACT US

(877) 669-2738

Local: (734) 844-3400