For The Discerning Investor – A Financial Planner Of Distinction

Welcome to Creative Financial Planning, Inc. (CFP), located in South Nyack, NY (Rockland County), a whole-service, independent wealth management firm with more than 60 years of financial services experience. We do not view ourselves as an “investment management solution,” rather a trustworthy financial planning / money management team that creates customized, tailored financial plans that consistently delivers results.

We work with a select number of clients, focusing our attention on – and listening to – each client’s unique needs and concerns. This allows us to create strategies for the total financial success of our clients and take a proactive approach, where they feel confident in delegating their financial lives to us.