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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?

https://cpsnyc.com/testimonials/thought-5-three-objectives/

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.

“Scott is an expert in his field. He pays attention to detail, he has absolute integrity. He is passionate, knowledgeable, and he takes a genuine interest in achieving the best for his clients.”

Randi Woythaler
Retired Independent Investor

Creative Planning Strategies

2020-10-26T19:55:39-04:00

Randi Woythaler
Retired Independent Investor

“Scott is an expert in his field. He pays attention to detail, he has absolute integrity. He is passionate, knowledgeable, and he takes a genuine interest in achieving the best for his clients.”

https://cpsnyc.com/testimonials/randi-woythaler/

Creative Planning Strategies

Registered representative of, and securities offered through Hornor, Townsend & Kent, LLC (HTK), Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 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 HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances. Our representatives are licensed to offer insurance and security products in our resident state of NY, in addition to many other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered.
All investing involves risk including the possible loss of principal. No strategy assures success or prevents loss. The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure you are insurable. As with most financial decisions, there are expenses associated with the purchase of life insurance. Some policies commonly have mortality and expense charges; if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Any guarantees are contingent on the financial strength and claims-paying ability of the issuing insurance company.
California Insurance ID #0778536. Approved: 5886684RG_Dec25

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed reliable, please note that individual situations can vary. Therefore, you should consult your professional tax and legal advisors.
The information or opinions contained in this website should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment and/or financial product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered and/or licensed and in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered and/or licensed in the state where the consumer and/or prospective client reside.
*All scenarios and names mentioned herein are purely fictional and have been created solely for illustrative/educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice. This material is intended for general public use. By providing this material, CPS is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.