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

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

“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.”

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.”
0
0
Creative Planning Strategies
Top of Page