Our Clients

CPS clients are hugely successful high net worth and ultra high net worth families and individuals from diverse backgrounds, including:

Accountants
Attorneys
Business owners and entrepreneurs
Fortune 500™ c-level executives
Investment bankers and other financial professionals
Real estate investors

Our strategies can be effective for those with $5 million or more in liquid assets. We frequently work with multiple generations to protect and preserve wealth well into the future. CPS clients have a wide range of goals including:

Enjoying a worry-free retirement
Leaving an enduring legacy for their families
Minimizing taxes
Protecting wealth from creditors
Providing for their favorite charities

Our clients are savvy and value having us as part of their advisory team.

Listen to clients talking about our work and how it has impacted them.

Read what some of our clients and colleagues have to say.

Thomas J. Kozlowski, CPA, Esq., CEO Independent Multi-Family Office, Wealth Manager
Robert E. Harrison, Esq., CPA
Michael J. Degenhart, Planned Giving Executive, Penn State
Maurice R. Kassimir, Tax and Estate Planning Attorney
Stephen Brent Wells, Esq., Trusts & Estates Attorney, Wealth Manager/Investment Advisor
Michael Salzhauer, Managing Partner, Real Estate Development Firm
Ken M. Mandelbaum, Retired CEO, Regional Retail Chains
Kenneth G. Castelino, Partner, Goldman Sachs & Co.
Paul E. Becht, CPA, Partner, Margolin, Winer & Evens LLP
David L. Lau, MD, Vascular Surgeon
Lawrence S. Pollack, MD, Orthopedic Surgeon
Paul M. Brisson, MD, Orthopedic Surgeon
Kevin E. Wright, MD, Orthopedic Surgeon
Jan Margolis, PhD, CEO, Regional Professional Firm
Trisha D. Scudder, Founder/Principal, Executive Coaching Group, Inc.
Alyson J. Blewett, Director of Business Transition and Move Management, CBRE, Inc.

Testimonials

The testimonial may not be representative of the experience of other customers. The testimonial is no guarantee of future performance or success. No compensation has been paid for testimonials.

“Scott consistently demonstrated how effective his strategy could be for me. He allowed me to understand how I could really have it all; the protection and the savings that I was looking for at the same time. He provided me with strategic recommendations that held up to every analysis that I put them through.”
Disclaimer

Paul Becht, CPA
Partner
Margolin, Winer & Evens, LLP
Certified Public Accountants and Business Advisors

Creative Planning Strategies

2020-10-26T19:56:39-04:00

Paul Becht, CPA
Partner
Margolin, Winer & Evens, LLP
Certified Public Accountants and Business Advisors

https://cpsnyc.com/testimonials/paul-becht-cpa/

Creative Planning Strategies

Registered representative of, and securities offered through Hornor, Townsend & Kent, LLC (HTK), Member FINRA/SIPC. 800-873-7637, www.htk.com. Creative Planning Strategies is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances. Our representatives are licensed to offer insurance and security products in our resident state of NY, in addition to many other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered.
All investing involves risk including the possible loss of principal. No strategy assures success or prevents loss. The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure you are insurable. As with most financial decisions, there are expenses associated with the purchase of life insurance. Some policies commonly have mortality and expense charges; if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Any guarantees are contingent on the financial strength and claims-paying ability of the issuing insurance company.
California Insurance ID #0778536. Approved: 8526755RG_Jan28

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed reliable, please note that individual situations can vary. Therefore, you should consult your professional tax and legal advisors.
The information or opinions contained in this website should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment and/or financial product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered and/or licensed and in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered and/or licensed in the state where the consumer and/or prospective client reside.
*All scenarios and names mentioned herein are purely fictional and have been created solely for illustrative/educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice. This material is intended for general public use. By providing this material, CPS is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.