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?
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Creative Planning Strategies

The CPS Core Value Proposition

What We Offer:

  • The CPS Core Value PropositionA profound new experience of freedom, independence and confidence around your money and your financial well-being.
  • A clear and accurate view of your financial future and continued prosperity.
  • A fundamental enrichment to the quality of your life.

What We Strive to Do:

  • Preserve and accelerate your wealth.
  • Generate significant additional net wealth.
  • Protect your assets from the many wealth-eroding factors (i.e., death, disability, inflation, taxes, lawsuits, negative investment returns, etc.).
  • Create conservative economically-efficient financial strategies.

What You Can Expect:

  • Well thought-out, time tested and sound financial alternatives.
  • Side by side comparisons (Your present plan versus 3D Wealth strategies).
  • Verifiable net results.

Why Clients Work with CPS:

  • Unique proprietary 3D Wealth™ process.
  • No additional out-of-pocket outlays.
  • Great communication.
  • Efficiency expertise.
  • Seamless collaboration with current advisors.
  • 40 years of real-world experience.
  • Quality, long-term relationships.
  • Commitment to extraordinary customer service.
  • We get things accomplished.

 

5812841RG_Jul25 – Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Creative Planning Strategies is unaffiliated with Hornor, Townsend & Kent, LLC.

HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation

“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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