What aspects of your current financial arrangements are causing you the most stress?

Creative Planning Strategies
2020-11-19T17:31:35-05:00
What aspects of your current financial arrangements are causing you the most stress?
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Creative Planning Strategies

Team

Our team includes some extraordinarily talented individuals. Here are the associates who play an important part in helping us develop solutions for – and provide service to – our clients:

Michael KaneMichael Kane

Penn Mutual Relationship Manager,
CEO & Managing Director,
Empire Wealth Strategies

Linda VescioLinda Vescio

Penn Mutual Underwriting Liaison,
Vice President,
Empire Wealth Strategies

Evan PollackEvan Pollack

Senior Financial Advisor,
Empire Wealth Strategies

 

Strategic Partners

Robert D. StuchinerRobert D. Stuchiner

Advanced Planning Specialist
Founder & Strategic Advisor,
Synergy Life Brokerage Group LLC
917.825.3835

 

Michael Kane, Evan Pollack and Empire Wealth Strategies are not affiliated with Creative Planning Strategies.

“Your exciting charitable strategy will make it possible for our most successful and supportive donors to significantly increase both their lifetime gifts and their legacy donations, without negatively impacting their children or grandchildren.”

Michael Jon Degenhart
Assistant Vice President for Gift Planning
The Pennsylvania State University

Creative Planning Strategies
2020-10-26T19:58:38-04:00

Michael Jon Degenhart
Assistant Vice President for Gift Planning
The Pennsylvania State University

“Your exciting charitable strategy will make it possible for our most successful and supportive donors to significantly increase both their lifetime gifts and their legacy donations, without negatively impacting their children or grandchildren.”
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Creative Planning Strategies
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