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?
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Creative Planning Strategies

About Us

Money evokes deep emotional responses because it is connected to four core human values:

  • Freedom
  • Control
  • Security
  • Legacy

With more than four decades in the financial services industry, we have a deep understanding of what our clients’ money means to them.  Respecting this, our work starts with a comprehensive review of clients’ current financial situations, primary goals and objectives.  Then we use our proprietary economic model to demonstrate what could happen under several different alternative financial strategies.

We work hard to earn trust and to build lasting relationships. We only recommend financial strategies that are aligned with our clients’ best interests, support their overall financial goals and produce verifiable long-term results.

More Reading

CPS Brochure

The CEO Forum

3D Wealth™ – A Different Perspective on Life Insurance Planning

CPS

“Scott is very unique, he is very authentic.  It’s very difficult in the super competitive New York marketplace for somebody to distinguish themselves. Scott does that through a combination of persistence, knowing his stuff and this extra, philosophical component where he gets you thinking about money and finances differently. The more time one invests in that relationship, the more you realize how authentic, unique, and one-in-a-million he is.”

Michael P. Beys, Esq.
Managing Partner
Beys Liston & Mobargha LLP

Creative Planning Strategies
2020-10-26T19:56:14-04:00

Michael P. Beys, Esq.
Managing Partner
Beys Liston & Mobargha LLP

“Scott is very unique, he is very authentic.  It’s very difficult in the super competitive New York marketplace for somebody to distinguish themselves. Scott does that through a combination of persistence, knowing his stuff and this extra, philosophical component where he gets you thinking about money and finances differently. The more time one invests in that relationship, the more you realize how authentic, unique, and one-in-a-million he is.”
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Creative Planning Strategies
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