What three objectives would your perfect financial plan accomplish?

Creative Planning Strategies
2020-11-19T17:33:32-05:00
What three objectives would your perfect financial plan accomplish?
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Creative Planning Strategies

About Us

Money evokes deep emotional responses because it is connected to four core human values:

  • Freedom
  • Control
  • Security
  • Legacy

With more than four decades in the financial services industry, we have a deep understanding of what our clients’ money means to them.  Respecting this, our work starts with a comprehensive review of clients’ current financial situations, primary goals and objectives.  Then we use our proprietary economic model to demonstrate what could happen under several different alternative financial strategies.

We work hard to earn trust and to build lasting relationships. We only recommend financial strategies that are aligned with our clients’ best interests, support their overall financial goals and produce verifiable long-term results.

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“I've known Scott for over 25 years. From the very beginning, he has differentiated himself from other professionals in his industry. He has significant attention to detail. He advocates on behalf of his clients. He has integrity. He does what he says and says what needs to be done. More importantly, he delivers on his promises and has the ability to design creative, yet conservative financial strategies for wealthy individuals.”

Thomas J. Kozlowski, Jr., CPA, Esq.
President
AFIOS Inc.
(An Independent Multi-Family Office Wealth Advisory Firm)

Creative Planning Strategies
2020-10-26T19:47:51-04:00

Thomas J. Kozlowski, Jr., CPA, Esq.
President
AFIOS Inc.
(An Independent Multi-Family Office Wealth Advisory Firm)

“I've known Scott for over 25 years. From the very beginning, he has differentiated himself from other professionals in his industry. He has significant attention to detail. He advocates on behalf of his clients. He has integrity. He does what he says and says what needs to be done. More importantly, he delivers on his promises and has the ability to design creative, yet conservative financial strategies for wealthy individuals.”
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Creative Planning Strategies
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