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.

How can we help?

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

Contact Us Now

Our Business: Protection

 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and 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 even after they have...

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...

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