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

3D Wealth™ Strategic Alliance

We typically collaborate with the teams of advisors our clients already have in place.  Sometimes, however, additional knowledge and experience can be helpful in creating effective comprehensive financial solutions.  CPS regularly draws on a large pool of qualified professionals in a wide range of fields, including:

Accounting & Tax

Benefits Specialists:  Medical, Ancillary, Retirement, Non-Qualified

Family Office

Investment Advisory and Management

Law:  Corporate, International Tax, Tax, Trusts & Estates, Matrimonial

Specialty Risk Management

“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.”
Disclaimer

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.” Disclaimer
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Creative Planning Strategies
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