Do you know the biggest financial threats you are facing right now?

Creative Planning Strategies
2020-11-19T17:31:12-05:00
Do you know the biggest financial threats you are facing right now?
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Creative Planning Strategies

Our Practice

Most people work with advisors who have traditional, one-dimensional views and base their advice on old, tired conventional wisdom.  There is typically no reliable framework for comparing the results of recommended strategies to the client’s current financial plan.

At Creative Planning Strategies, we have discovered that money is three dimensional and moving all the time.  We have developed a process that allows our clients to discover how their money works and compare our recommended strategies to their existing present plan.  By doing this, clients are able to clearly see where the benefits and any downsides might be should they implement a 3D Wealth™ strategy. By being efficient, we are able to generate time-tested, comprehensive strategies without requiring any additional out-of-pocket outlays from our clients.

Our primary purpose is to help clients transform the way they see their money.  Ultimately, this can lead to:

  • Greater financial security, confidence and freedom
  • Substantial additional net “spendable” wealth
  • Better protection against many wealth-eroding factors
  • Overall sense of financial well-being and flexibility across multiple generations

“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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