If you are looking for an experienced, trustworthy financial planning/money management firm that has delivered results and excellent personal service, we are here.
Creative Financial Planning, Inc., is a whole-service independent financial planning team. As a team, we have more than 60 years of financial services experience. We have a consistent, proven track record. We have grown the practice consistently for more than 27 years "by referral only."
We create tailored plans that can include part or all of the following, depending on need:
• Net worth
• Cash flow analysis
• Insurance review and recommendations
• Investment review and recommendations
• College planning
• Retirement planning
• Estate planning
Our asset-based investment management of your portfolio includes quarterly updates and regular monitoring. Strategic tools used include stocks, bonds, mutual funds, and ETFs.
We create strategies for the total financial success of our clients by focusing our attention on and listening to each client's unique needs and concerns. Here, to help maintain our clients' secure positions, we review, analyze, and make recommendations regarding insurances, the need for trusts, and the coordination of professionals that complement your total financial picture.
To provide you the package, we help implement your financial plan with research-driven asset allocation that is both tactical and balanced.