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

Accessibility Statement

Updated: August 2021.

General

Creative Planning Strategies strives to ensure that its services are accessible to people with disabilities. Creative Planning Strategies has invested a significant amount of resources to help ensure that its website is made easier to use and more accessible for people with disabilities, with the strong belief that website accessibility efforts assist all users and that every person has the right to live with dignity, equality, comfort and independence.

Accessibility on cpsnyc.com

cpsnyc.com makes available the UserWay’s Web Accessibility Widget is powered by a dedicated accessibility server. The software allows cpsnyc.com to improve its compliance with the Web Content Accessibility Guidelines (WCAG 2.1).

Enabling the Accessibility Menu

The cpsnyc.com accessibility menu can be enabled by clicking the accessibility menu icon that appears on the corner of the page. After triggering the accessibility menu, please wait a moment for the accessibility menu to load in its entirety.

Disclaimer

Creative Planning Strategies continues its efforts to constantly improve the accessibility of its site and services in the belief that it is our collective moral obligation to allow seamless, accessible and unhindered use also for those of us with disabilities.

In an ongoing effort to continually improve and remediate accessibility issues, we also regularly scan cpsnyc.com with UserWay’s Accessibility Scanner to identify and fix every possible accessibility barrier on our site. Despite our efforts to make all pages and content on cpsnyc.com fully accessible, some content may not have yet been fully adapted to the strictest accessibility standards. This may be a result of not having found or identified the most appropriate technological solution.

Here For You

If you are experiencing difficulty with any content on cpsnyc.com or require assistance with any part of our site, please contact us during normal business hours as detailed below and we will be happy to assist.

Contact Us

If you wish to report an accessibility issue, have any questions or need assistance, please contact Creative Planning Strategies Customer Support as follows:

Email: ssilbert@cpsnyc.com
Phone: 212.244.1334

“I've known Scott for over 25 years. From the very beginning, he has differentiated himself from other professionals in his industry. He has significant attention to detail. He advocates on behalf of his clients. He has integrity. He does what he says and says what needs to be done. More importantly, he delivers on his promises and has the ability to design creative, yet conservative financial strategies for wealthy individuals.”

Thomas J. Kozlowski, Jr., CPA, Esq.
President
AFIOS Inc.
(An Independent Multi-Family Office Wealth Advisory Firm)

Creative Planning Strategies
2020-10-26T19:47:51-04:00

Thomas J. Kozlowski, Jr., CPA, Esq.
President
AFIOS Inc.
(An Independent Multi-Family Office Wealth Advisory Firm)

“I've known Scott for over 25 years. From the very beginning, he has differentiated himself from other professionals in his industry. He has significant attention to detail. He advocates on behalf of his clients. He has integrity. He does what he says and says what needs to be done. More importantly, he delivers on his promises and has the ability to design creative, yet conservative financial strategies for wealthy individuals.”
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Creative Planning Strategies
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