Creative Financial Group
Creative Financial Group is dedicated to helping clients nurture their long-term financial plans through a personal, collaborative, and flexible approach. They offer comprehensive services including cash management, asset management, tax planning, estate planning, insurance assessment, education funding, and retirement income planning, with a focus on adding value and making a positive impact on each client relationship.
Industries
Nr. of Employees
small (1-50)
Creative Financial Group
Services
Advisory and delivery of executive benefit programs that provide pre-screened independent financial advisors to company executives and key employees.
Comprehensive investment planning and asset management integrated into the financial planning process to align asset allocation with clients' cash flow, risk tolerance, and return expectations.
Holistic financial planning services including income tax planning, investment planning, retirement planning, cash flow management, and estate planning.
Preparation of individual income tax returns using professional tax-processing software combined with portfolio-aware planning to identify tax opportunities.
Advisory services for small business owners including comprehensive financial reviews, transition and exit planning, tax neutralization strategies, and risk management evaluation.
Advisory and delivery of executive benefit programs that provide pre-screened independent financial advisors to company executives and key employees.
Comprehensive investment planning and asset management integrated into the financial planning process to align asset allocation with clients' cash flow, risk tolerance, and return expectations.
Holistic financial planning services including income tax planning, investment planning, retirement planning, cash flow management, and estate planning.
Preparation of individual income tax returns using professional tax-processing software combined with portfolio-aware planning to identify tax opportunities.
Advisory services for small business owners including comprehensive financial reviews, transition and exit planning, tax neutralization strategies, and risk management evaluation.
Expertise Areas
- Comprehensive financial planning
- Asset management and investment advisory
- Executive financial planning and benefits
- Income tax planning and compliance
Key Technologies
- Financial planning software
- Tax-processing and tax workpaper automation tools
- Trading system automation platforms
- Securities trading platforms