Our Firm


Our Story

Creative Financial Strategies, LLC traces its history to 1955, when experienced professionals merged to develop a new approach in financial services. They created a firm centered on customer needs and developed the high level of knowledge required by an increasingly sophisticated marketplace.

This ambition has resulted in a financial services firm like no other, one that has served more than 100,000 clients through a fully developed organization, with representatives that have experience and training in various financial areas. Creative Financial Strategies, LLC prides itself on offering a full range of in-house financial knowledge and experience that delivers products and services to meet the specific needs of clients.

Our goal is to help protect, preserve and build our client’s wealth potential. From this foundation of service and experience, Creative Financial Strategies has emerged as a leading financial services firm, unparalleled in its commitment and dedication to its clients. Creative Financial Strategies, LLC has become a trusted financial resource in helping its clients map their financial futures.


Our Mission

We are committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive advisory services to help people prioritize and attain their financial goals. We champion our clients’ goals with passion and integrity and provide superior service in every aspect of our client experience


A Client retention rate well above the industry average...


It is a fiercely competitive world.  Clients and consumers face more financial options than ever.  So when loyalty is present, it is genuine.  More than any other measure,our extraordinarily high client retention rate illustrates the value delivered to clients over years of service.


An employee retention rate nearly three times the industry average...


When an organization is committed to its employees, recruiting only the best and providing leading-edge training and knowledge, clients respond.  Our high agent retention rate is the result of a cycle of success that delivers solid financial guidance and stewardship to clients and long-term career opportunities to its associates.


An enduring commitment to professional development...


We are dedicated to providing quality financial products, services, and guidance to its clients.  To accomplish that mission, the firm has developed an innovative mentoring program that helps deliver a consistently high level of experience within the firm, providing clients with comprehensive assistance for their financial needs.


A vast network of resources...


From its inception, we have worked with local accounting, legal, and business valuation firms to provide clients with comprehensive financial products and services.  Few financial firms can draw upon such resources to deliver complete financial programs to individuals, professionals, and businesses.  This all-inclusive approach allows clients to focus on their businesses, families, or practices, instead of on the details of their financial programs.


Below are professional designations and degrees held by associates in our firm :


  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU)
  • Accredited Estate Planner (AEP)
  • Certified Public Accountant (CPA)
  • Master of Business Administration (MBA)
  • Chartered Financial Consultant (ChFC)
  • Chartered Advisor of Senior Living (CASL)
  • Life Underwriter Training Council Fellow (LUTCF)
  • Master of Science in Taxation (MST)
  • Registered Health Underwriter (RHU)
  • Chartered Retirement Planning Counselor (CRPC)
  • Fellow Life Management Institute (FLMI)