What aspects of your current financial arrangements are causing you the most stress?

Creative Planning Strategies
2020-11-19T17:31:35-05:00
What aspects of your current financial arrangements are causing you the most stress?
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Creative Planning Strategies

 

Registered Representative of and Securities offered through Hornor, Townsend & Kent, LLC (HTK), (212) 697-1355. Registered Investment Advisor, member FINRA/SIPC. Creative Planning Strategies and 3D WealthTM are not affiliated with HTK.

Scott Silbert is licensed to sell insurance in multiple states.

California Insurance ID #0778536.

“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”
Disclaimer

Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez

Creative Planning Strategies
2020-10-26T19:57:50-04:00

Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez

“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.” Disclaimer
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Creative Planning Strategies
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