Creative Financial Partners
Completely Custom
As an independent agency, we’re free to look at your whole financial picture, not just parts of it. It starts during our first visit when we learn about you, your family, your goals and your dreams. From there, a plan is carefully crafted that addresses your assets, needs and risks.
Personal
We offer a range of personal services that look at your specific financial picture. This allows us to create and recommend unique financial plans designed just for you.
Business
We get rid of the guesswork so your business can focus on what it does best. Our associates are knowledgeable, professional and provide an unmatched level of service. We offer a range of plans and services customized to your business.
Our Services
Investment Planning
A balanced, unbiased view of your situation is vital to a quality investment strategy. Using our experience, we can help identify your financial goals, timeline and risk tolerance to build an individualized plan for you. Our network of financial professionals and access to top-tier research can help make your money work for you.
Retirement Planning
What does retirement look like to you? It's not too early, or too late, to chart a course. Don't know where to start? We can help navigate you through the myriad of questions and factors to consider so that you can have confidence that you are on track.
College Funding
Discouraged by the rising cost of education? We can explain ways to maximize the impact of your college-fund dollars and keep that college dream in sight.
Long-Term Care Planning
The impact of your long-term care plan, or lack of one, affects more than just your finances. Will my spouse have enough to live on? What type and quality of care will I receive? Will I out-live my benefits? We can provide insight and strategies to consider.
Estate Planning
You have worked hard and made the tough choices to build your wealth. Let us help you protect it for future generations. We offer innovative trust designs, IRA stretch options and products with built-in death benefits and tax mitigation.
Life Insurance
While life insurance may seem straightforward, determining what type and how much to buy can quickly become overwhelming. Not only can we take the mystery out of buying life insurance, we can shop hundreds of companies to ensure you are getting the protection you need from a highly rated carrier at a great price.
Health Insurance
The right health insurance coverage is essential for individuals and small business owners. Whatever your need, we can provide quotes from highly rated carriers and help you make an informed decision. We offer individual, group, short-term, student, HSAs, senior, and medicare supplements.
Business Services
Our services scale with the size of your business. Whether you have a single employee or a thousand, we provide customized options that help you grow your business and become more profitable. Our associates are knowledgeable, professional and provide an unmatched level of service. We make you look good to your employees — and your accounting department.
We offer services such as: 401(k), 403(b), IRA and SEP plans; Business Succession Planning; Buy-Sell Agreement Funding; Disability Income Insurance (Individual and Group) and Health Insurance (Individual and Group.)