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Jill Isbell | Sep 23, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Jill Isbell | Aug 1, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Jill Isbell | Jul 2, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Jill Isbell | May 22, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Where are we located?


Creative Financial Services is a US based Registered Investment Advisor in the state of Colorado, but we are 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.

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Creative Financial Services

5825 Delmonico Dr
Suite 320
Colorado Springs, CO 80919
719-471-4774

 

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

 


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Disclosure: Journey Strategic Wealth LLC ("Journey") d/b/a Creative Financial Services is a registered investment advisor. 
Advisory services are only offered to clients or prospective clients where Journey and its representatives are properly licensed or exempt from licensure. 
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