Curtis Financial Group

Curtis Financial Group Providing sound financial strategies and solutions to businesses and individuals, while proudly "Serving our Community, One Client at a Time".

Welcome to Curtis Financial Group



As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially an

d then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which strategies can best assist you in meeting your objectives. Please use our page as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

2380 Fairfield Pike
Shelbyville TN 37160
Office: 615-224-9530

Justin Curtis is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Justin Curtis and Dan Curtis are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Justin Curtis and Dan Curtis are Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. We are not licensed in all jurisdictions. Neither Curtis Financial Group nor New York Life Insurance Company, or its Advisers, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Curtis Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

01/26/2021

It's critical -- and financially sound -- to hit these important financial deadlines spaced throughout the year.

Retirees — get your calendars ready for these financial deadlines.
01/26/2021

Retirees — get your calendars ready for these financial deadlines.

It's critical -- and financially sound -- to hit these important financial deadlines spaced throughout the year.

I know way to many people that worry about keeping up with others. Creating a financial plan to hit YOUR goals and execu...
01/11/2021

I know way to many people that worry about keeping up with others. Creating a financial plan to hit YOUR goals and executing that plan can help eliminate that!

In addition to pandemic and post-election anxiety, many of us are also having financial anxiety right now. Luckily there are some very simple ways to combat financial anxiety. Tackling anxiety often means a change of mindset—and financial anxiety is no different.

Stop comparing yourself to others — and a few other tips to help cure your financial anxiety.
01/11/2021

Stop comparing yourself to others — and a few other tips to help cure your financial anxiety.

In addition to pandemic and post-election anxiety, many of us are also having financial anxiety right now. Luckily there are some very simple ways to combat financial anxiety. Tackling anxiety often means a change of mindset—and financial anxiety is no different.

12/14/2020

Many pre-retirees hope that somehow their retirement finances will just “work out.” Here’s a quick wake-up call.

Address

2380 Fairfield Pike
Shelbyville, TN
37160

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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