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

The CPS Core Value Proposition

What We Offer:

  • The CPS Core Value PropositionA profound new experience of freedom, independence and confidence around your money and your financial well-being.
  • A clear and accurate view of your financial future and continued prosperity.
  • A fundamental enrichment to the quality of your life.

What We Strive to Do:

  • Preserve and accelerate your wealth.
  • Generate significant additional net wealth.
  • Protect your assets from the many wealth-eroding factors (i.e., death, disability, inflation, taxes, lawsuits, negative investment returns, etc.).
  • Create conservative economically-efficient financial strategies.

What You Can Expect:

  • Well thought-out, time tested and sound financial alternatives.
  • Side by side comparisons (Your present plan versus 3D Wealth strategies).
  • Verifiable net results.

Why Clients Work with CPS:

  • Unique proprietary 3D Wealth™ process.
  • No additional out-of-pocket outlays.
  • Great communication.
  • Efficiency expertise.
  • Seamless collaboration with current advisors.
  • 40 years of real-world experience.
  • Quality, long-term relationships.
  • Commitment to extraordinary customer service.
  • We get things accomplished.

 

5812841RG_Jul25 – Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Creative Planning Strategies is unaffiliated with Hornor, Townsend & Kent, LLC.

HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation

“Work with Scott Silbert because he's someone you can trust. He's going to provide you with different options you may not have already seen. He seems straightforward, trustworthy, and shoots you straight. Those are the types of people I like dealing with and recommending to other people.”

Rufus Rivers
Managing Partner
RLJ Equity Partners LLC

Creative Planning Strategies
2020-10-26T19:57:28-04:00

Rufus Rivers
Managing Partner
RLJ Equity Partners LLC

“Work with Scott Silbert because he's someone you can trust. He's going to provide you with different options you may not have already seen. He seems straightforward, trustworthy, and shoots you straight. Those are the types of people I like dealing with and recommending to other people.”
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Creative Planning Strategies
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