About Curtis Cottle
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and founder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.
He’s the creator of the Wealth Wellness Checkup, a strategy experience that uncovers financial blind spots and can help people make prudent, informed decisions. The firm is built to simplify complexity, bring structure to planning, and aims to deliver personalized strategies that work in the real world.
With nearly two decades of experience, Curtis focuses on building lasting relationships, and aims to help people pursue financial independence through a disciplined strategy.
When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.
Learn more: http://www.gosbc.net/
Recent News & Interviews
- Curtis Cottle Discussed Taxes Eating Up IRAs and 401(k)s
https://authoritypresswire.com/curtis-cottle-founder-of-sbc-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-taxes-eating-up-iras-and-401ks/ - Curtis Cottle Discussed Social Security Timing & Strategy
https://authoritypresswire.com/curtis-cottle-founder-of-sbc-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-social-security-timing-strategy/ - Curtis Cottle Discussed Market Risk & the Sequence of Returns Trap https://authoritypresswire.com/curtis-cottle-founder-of-sbc-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-market-risk-the-sequence-of-returns-trap/
DISCLAIMER
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through SBC Financial. SBC Financial is a separate and unaffiliated entity from Simplicity Wealth. The Certified Financial Fiduciary (CFF) designation, attained by Curtis Cottle, is issued and governed by the National Association of Certified Financial Fiduciaries (NACFF). To attain the CFF, the adviser completed a one-day training course, passed an 80-question exam, and underwent a background check. The adviser pays initial fees for the training/exam and an annual renewal fee to maintain the designation. This payment creates an incentive to obtain and use the designation. The CFF is an educational certification and is not an indicator of the adviser’s investment performance, quality of service, or client experience. This is not endorsed or approved by the Social Security Office or any other Government Agency. This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives.
