What if there are hidden risks to your income and wealth?

Creative Planning Strategies
2020-11-19T17:30:44-05:00
What if there are hidden risks to your income and wealth?
0
0
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

“Scott consistently demonstrated how effective his strategy could be for me. He allowed me to understand how I could really have it all; the protection and the savings that I was looking for at the same time. He provided me with strategic recommendations that held up to every analysis that I put them through.”

Paul Becht, CPA
Partner
Margolin, Winer & Evens, LLP
Certified Public Accountants and Business Advisors

Creative Planning Strategies
2020-10-26T19:56:39-04:00

Paul Becht, CPA
Partner
Margolin, Winer & Evens, LLP
Certified Public Accountants and Business Advisors

“Scott consistently demonstrated how effective his strategy could be for me. He allowed me to understand how I could really have it all; the protection and the savings that I was looking for at the same time. He provided me with strategic recommendations that held up to every analysis that I put them through.”
0
0
Creative Planning Strategies
Top of Page