Creative Financial Planning Logo
  • About

    • Our Story
    • Who We Are
    • Areas We Serve
  • Why us?

    • What we stand for
  • Our Team

    • The CFP Team
    • Lisa Hayes
    • Daniel Gwizdak
    • Tomas Jamett
    • Patrick Graver
    • Baxter Hayes
  • Services

    • What do we offer?
    • Financial Planning
    • Wealth Management
    • Financial Planning for Families
    • Financial Planning for Business Owners
  • New Clients

    • Next Steps
  • Contact

    • Schedule a Consultation
  • More

    • News
    • Photo Gallery
  • More

    Use tab to navigate through the menu items.
    Client Login
    • LinkedIn
    • Facebook
    • Instagram
    • TikTok
    • YouTube
    Tax Season Scam Alert

    Tax Season Scam Alert

    Presented by Daniel Gwizdak With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and...
    Your Guide to Medicare Planning

    Your Guide to Medicare Planning

    Presented by Lisa Hayes Did you know that the total projected lifetime health care costs (excluding long-term care) for the average...
    Solutions for Managing Student Loan Debt

    Solutions for Managing Student Loan Debt

    Presented by Lisa Hayes Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S.,...
    Are You an Intelligent Investor?

    Are You an Intelligent Investor?

    Being an intelligent investor isn't about your IQ--it’s learning how to harness emotions & think for yourself. Let’s explore how to do that!
    Year-End Financial Planning Checklist: 10 Suggestions to Help You Stay on Track

    Year-End Financial Planning Checklist: 10 Suggestions to Help You Stay on Track

    Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin...
    Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

    Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

    The IRA strategies discussed in this article could help enable a sound financial plan for a rewarding retirement—for both you and your heirs
    Despite Bumps Along the Way, Road to Economic Recovery Shows Promise

    Despite Bumps Along the Way, Road to Economic Recovery Shows Promise

    Halfway through 2020, we’ve already had enough news (and then some) to fill up an average year. So far, we’ve seen a pandemic...
    Market Update for the Quarter Ending March 31, 2019

    Market Update for the Quarter Ending March 31, 2019

    Market Update for the Quarter Ending March 31, 2019 Presented by S. Lisa Hayes CFP®, ChFC, AIF® Strong March caps great start to the year...
    Market Update for the Month Ending February 28, 2019

    Market Update for the Month Ending February 28, 2019

    Presented by S. Lisa Hayes CFP®, ChFC, AIF® Another strong month for markets February was a short but sweet month for investors. U.S....
    Market Update for the Month Ending January 31, 2019

    Market Update for the Month Ending January 31, 2019

    Presented by S. Lisa Hayes CFP®, ChFC, AIF® New year kicks off with stock market rebound Markets around the world had a great start to...
    1
    2

    Contact Us

    (845) 634-6050 

    101 South Broadway, South Nyack, NY, 10960 

    • LinkedIn
    • Facebook
    • Instagram
    • TikTok
    • YouTube

    Form CRS: Client Relationship Summary

    Advisory services offered through Commonwealth Financial Network®️, a Registered Investment Advisor

    © 2018 CREATIVE FINANCIAL PLANNING.  ALL RIGHTS RESERVED. PRIVACY POLICY.  SITE BY AWAKEN STUDIO.