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?
0
0
Creative Planning Strategies

Team

Our team includes some extraordinarily talented individuals. Here are the associates who play an important part in helping us develop solutions for – and provide service to – our clients:

Michael KaneMichael Kane

Penn Mutual Relationship Manager,
CEO & Managing Director,
Empire Wealth Strategies

Linda VescioLinda Vescio

Penn Mutual Underwriting Liaison,
Vice President,
Empire Wealth Strategies

Evan PollackEvan Pollack

Senior Financial Advisor,
Empire Wealth Strategies

 

 

 

Check the background of our investment professionals on FINRA BrokerCheck.

Michael Kane, Evan Pollack and Empire Wealth Strategies are not affiliated with Creative Planning Strategies.

“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.”
Disclaimer

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.” Disclaimer
0
0
Creative Planning Strategies
Top of Page