Who We Are
At Creative Financial Planning, we enjoy working with people who want to grow and develop their life. Whether that means growing their wealth, business, lifestyle, or family, we get creative with the financial and wealth management plans that we create for each and every one of our clients. No matter what your financial dreams may be, we will create a plan that can help you accomplish them.
Since 1985, we have been helping busy individuals, successful business owners, and growing families keep their finances on track, so that they can focus on achieving their personal and professional goals.
As a boutique financial planning and wealth management firm, we at Creative Financial Planning pride ourselves in providing personalized, hands-on services. If you’re a prospective client looking for a financial advisor that will best suit your needs, we’ll answer any questions you may have when you give us a call or send us an email; if you’re a current client with a question or concern, we’ll always answer your call or email within 24 hours.
Want to speak with one of our advisors?
Give us a call at (845) 634-6050.
Our team is available Monday through Friday from 8:30 a.m. to 5:30 p.m.
We look forward to hearing from you!
Our Partner: Commonwealth Financial Network
Your relationship with Creative Financial Planning includes access to the expertise and technology of Commonwealth Financial Network®, a leading independent broker/dealer-RIA. Since 1979, Commonwealth has been setting the standard for excellence among broker/dealers, partnering with a highly selective network of financial advisors across the country.
Our partnership with Commonwealth allows us to provide you with:
A wide array of investment choices
In-depth research to choose the best investment options for your financial goals
Cutting-edge financial technology to ensure expedience, accessibility, and security