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

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

“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.”

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

“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.”
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Creative Planning Strategies
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