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

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

“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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