About Curtis Cottle

Since 2008, Curtis Cottle has helped numerous clients prepare for their retirement. Curtis puts a large focus not only on growing your retirement assets but also protecting them. When Curtis got into business in 2008 it was a tough time for the market and the economy. He worked very hard to stay on top of his client’s needs and protect his client’s investments from unnecessary risk in their portfolios. In 2011, 2013, 2014, 2015 & 2016 Curtis qualified for the Top Producers Escape incentive trip sponsored by Insurance Agency Marketing Services, Inc. He was recognized for being in the top 5% of all producing agents at IAMS.

Curtis is the Founder and Managing Partner of SBC Financial and is a member of the Better Business Bureau. Curtis is an Investment Adviser Representative, and holds an Accident, Health, Life and Annuity insurance license. As a fiduciary Curtis is held to a higher standard than many other brokers. Curtis has a strong focus on Social Security claiming and income planning. For the last 5 years Curtis has been holding seminars for about once a month where he teaches pre-retirees how to claim Social Security to optimize your benefits to best fit your goals and needs. He has held over 100 different seminar events over the years covering topics such as: 401k and IRA rollovers, avoiding common retirement mistakes, paying less taxes in retirement as well as Social Security.

His office is located in Grand Rapids, MI where he and his team enjoy serving their clients. Curtis is partners with his brother Tyler Cottle who joined the firm in 2015. Tyler has an accounting degree from Grand Valley State University and focuses on lowering taxes for his clients in retirement and their investment strategies and has joined Curtis in teaching seminars on these topics. Curtis has many roots in Michigan and has lived in the Grand Rapids area for the last 10+ years. Curtis enjoys traveling with his family, exercising and outdoor activities such as hunting, kayaking and hiking.