To protect both our team and our clients, we will not be holding appointments in our office. However, we are able to work from our homes to continue to provide you with the superior level of customer service that we take pride in. We are working for you in these times of uncertainty and we will continue to do so with no interruption. Please call our office any time for any reason, no matter where we are we are available to you for all of your needs! 719-471-4774

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our primary focus is to meet the financial needs of our clients. We believe in developing a partnership with our clients through mutual integrity, respect and the willingness of all to work diligently towards the accomplishment of the goals.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Get Started!

Find out how we can help you reach your financial freedom.

Contact Us Now

Our Business: Protection

 

Asset Management

You and your family work hard to accumulate assets over a lifetime. Asset Management service is all about helping you manage YOUR financial assets using a conscientious approach. Why Asset Management is Important Individuals and families depend on the assets they accumulate over the years, being...
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education and industries are the best places to work in to get an income. A successful retirement, however, is more than just having the money you need each month. Retirement is one of life’s biggest transitions. Sadly though...
 

Estate Planning

For some people, financial planning is mainly all about building a nest egg and figuring out how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy. Why Estate Planning is Important...

Our Team

Co-Owner | Chairman of the Board of Creative Financial Services, Inc.

Paulette (Pauli) Hubbard, CFP is co-owner and Chairman of the Board of Creative Financial Services, Inc. She has been a...

Co-Owner | President

Jill Isbell has made it her life’s passion to provide guidance and education to all her clients that they may take...

Investment Advisor Representative

Becky Miller is an Investment Advisor Representative/Financial Assistant with Creative Financial Services, Inc.  During...

Paraplanner

Yenni serves as the office administrator for Creative Financial Services, Inc.  She graduated from Tarakanita College in...

Blogs