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3D Wealth™

is it right for you?

CPS’s unconventional approach allows our clients to enjoy:

If these possibilities excite you,
a conversation with CPS would
be well worth it.



“Tom and Jennifer” were quite well off when they were first introduced to CPS, having an estimated net worth of approximately $6 million.

Tom's position as a senior partner in a well-known accounting firm was quite secure and resulted in an excellent ongoing income structure.

Much of the couple's existing net worth was tied up in real estate investment properties, so they were actively seeking to diversify into safe, liquid, cash-like assets.

Consider This:
a model of financial success

Whether you are a high net worth individual, on your way
there — or even one of the trusted professionals who helps such individuals make financial decisions — your view of money and how it works has been influenced by generations of conventional wisdom.

But what if what you think you know only captures part
of the story?
What if it leaves you with a one-dimensional view of wealth that potentially costs you opportunities to simultaneously protect, accelerate and enjoy your financial success?

Creative Planning Strategies (CPS) uses a measurable, scientific, three-dimensional approach to financial well-
being that:

Transform the way you think about money
We invite you to explore our site and then call us at 212.244.1334 for a no-cost, no-obligation consultation.

Check the background of our investment professionals on FINRA BrokerCheck.



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See how our
strategies might work
for you

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ:  355 LEXINGTON AVE 9TH FLOOR NEW YORK, NY 10017, phone # 212.541.8800.  PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Creative Planning Strategies is not an affiliate or subsidiary of PAS or Guardian.  This material is intended for general public use.  By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity.  Please contact one of our financial professionals for guidance and information specific to your individual situation.

Scott Silbert is licensed to sell insurance in multiple states.

California Insurance ID #0778536.

Scott is securities licensed in multiple states.

Important Disclosures

2017-34787 Exp 2/19