At Creative Financial Planning, we take the time to understand each of our clients' unique stories and financial dreams, so we can create a custom financial plan that is tailored to them. The following case study is a story that has brought us—and continues to bring us—much joy.

Surgeon

The preceding story is for illustrative purposes only. Actual performance and results will vary. These do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted regarding your specific situation.

Hover your mouse over each circle to learn this client's story, as well as what we took into consideration when creating his custom financial plan.

Dream

Dream

Plan

Cash-Flow

Retirement Plan

Insurance Plan

Real Estate

Portfolio Adjustments

Present

No matter your story, no matter your goals,
we are here to help you get creative with your financial planning and wealth management, so you can achieve your financial dreams.
What's your dream?
Let’s begin our journey together.

Schedule your complimentary consultation.

Contact Us

Creative Financial Planning, Inc. 
(845) 634-6050 
101 South Broadway 
South Nyack, NY 10960 
(Rockland County, New York)

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This communication strictly intended for individuals residing in the states of AL, CA, CT, DC, DE, FL, GA, IN, MA, ME, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI.   No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA /SIPC , a Registered Investment Adviser. Fixed insurance products and services offered by Creative Financial Planning or CES Insurance Agency.

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