Wealth Planning Services | Creative Financial Services CO

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, as a fiduciary, 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.

04. Where are you Located?

Creative Financial Services is a US based Registered Investment Advisor in the state of Colorado, but we our not bound by location. To best serve our geographically diverse clientele, we are primarily a virtual firm holding meetings via video conference, but we will meet with local clients from time to time.

Our Business: Protection

Financial Coaching

Creative Financial Services, Inc. will give you the tools you need to live well today while still planning responsibly for tomorrow. Our focus is to help you get what you want out of life, what you value, and what’s most important and unique to you. That means the precise work you do with your...

Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan. The SEP and SIMPLE were designed for businesses with less than 100 employees and y are less costly to...

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...