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

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

“I trust Scott Silbert. Scott is a straight shooter who always looks out for the best interests of his clients. He shows you why it's positive and beneficial to you, your heirs, and their heirs in the long run. He carries the ball to the finish line.”       

Ira Kriegsman, CPA
President
Ira D. Kriegsman CPA PC 

Creative Planning Strategies
2020-10-26T19:57:06-04:00

Ira Kriegsman, CPA
President
Ira D. Kriegsman CPA PC 

“I trust Scott Silbert. Scott is a straight shooter who always looks out for the best interests of his clients. He shows you why it's positive and beneficial to you, your heirs, and their heirs in the long run. He carries the ball to the finish line.”       
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Creative Planning Strategies
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