What if there are hidden risks to your income and wealth?

Creative Planning Strategies
2020-11-19T17:30:44-05:00
What if there are hidden risks to your income and wealth?
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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

“Scott is very unique, he is very authentic.  It’s very difficult in the super competitive New York marketplace for somebody to distinguish themselves. Scott does that through a combination of persistence, knowing his stuff and this extra, philosophical component where he gets you thinking about money and finances differently. The more time one invests in that relationship, the more you realize how authentic, unique, and one-in-a-million he is.”

Michael P. Beys, Esq.
Managing Partner
Beys Liston & Mobargha LLP

Creative Planning Strategies
2020-10-26T19:56:14-04:00

Michael P. Beys, Esq.
Managing Partner
Beys Liston & Mobargha LLP

“Scott is very unique, he is very authentic.  It’s very difficult in the super competitive New York marketplace for somebody to distinguish themselves. Scott does that through a combination of persistence, knowing his stuff and this extra, philosophical component where he gets you thinking about money and finances differently. The more time one invests in that relationship, the more you realize how authentic, unique, and one-in-a-million he is.”
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Creative Planning Strategies
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