What are your biggest financial challenges today?

Creative Planning Strategies
2020-11-19T17:33:04-05:00
What are your biggest financial challenges today?
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Creative Planning Strategies

Your Context Determines How You See the World – And The Results You Can Achieve

Most people approach money and wealth from a traditional planning viewpoint which only has one dimension. This old line financial context can actually deprive you of the opportunity to have and spend millions of additional dollars.

Creative Planning Strategies uses an exclusive, scientific 3D Wealth™ strategic approach that can help you transform the way you see money – and potentially recover lost wealth.

How can we help you find certainty in an uncertain world?

  • Review your current financial plans
  • Evaluate your assumptions about how they will perform
  • Identify more efficient options
  • Verify likely outcomes
  • Implement a new strategy using your current and projected asset allocations

This is the foundation of our unique 3D Wealth™ process. Read more about how 3D Wealth™ strategies can help you create greater financial freedom – and more net spendable wealth – for yourself and your family.

 

Which human core values drive your emotional relationship with money?

  • Freedom
  • Control
  • Independence
  • Legacy

Understanding what your money means to you can help you focus in on what’s really important. Find out about CPS and our unique perspective on money and wealth, which has been developed over four decades.

 

What financial objectives are most critical to you?

  • Ensure the safety of your principal
  • Protect your family’s financial well-being
  • Shield your wealth from creditors (IRS, ex-spouses, children’s ex-spouses, etc.)
  • Increase your net spendable cash flow
  • Safeguard your wealth from estate/gift taxes
  • Generate the maximum financial freedom to enjoy your wealth

Is there a better strategy to help you achieve these objectives? Check out our composite case studies and learn what clients and other financial professionals have to say about our work.

 

 

 

 

 

 

 

Check the background of our investment professionals on FINRA BrokerCheck.

“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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