What are your biggest financial challenges today?

Creative Planning Strategies
2020-11-19T17:33:04-05:00
What are your biggest financial challenges today?
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Creative Planning Strategies

Our Practice

Most people work with advisors who have traditional, one-dimensional views and base their advice on old, tired conventional wisdom.  There is typically no reliable framework for comparing the results of recommended strategies to the client’s current financial plan.

At Creative Planning Strategies, we have discovered that money is three dimensional and moving all the time.  We have developed a process that allows our clients to discover how their money works and compare our recommended strategies to their existing present plan.  By doing this, clients are able to clearly see where the benefits and any downsides might be should they implement a 3D Wealth™ strategy. By being efficient, we are able to generate time-tested, comprehensive strategies without requiring any additional out-of-pocket outlays from our clients.

Our primary purpose is to help clients transform the way they see their money.  Ultimately, this can lead to:

  • Greater financial security, confidence and freedom
  • Substantial additional net “spendable” wealth
  • Better protection against many wealth-eroding factors
  • Overall sense of financial well-being and flexibility across multiple generations

“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”

Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez

Creative Planning Strategies
2020-10-26T19:57:50-04:00

Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez

“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”
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Creative Planning Strategies
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