Our Services

Family Wealth Planning

 

  • Analysis of you current estate plan and wealth transfer concerns
  • Help review of your existing will, trusts, and other estate documents
  • Help development of an estate plan to achieve your wealth transfer objectives
  • Consultation with your attorney
  • Assistance in transferring assets to your Living trusts or other trusts

     

Investment Services

  • Designing a personalized investment portfolio appropriate to your risk tolerance, time frame, and future income needs
  • Year-long, continual monitoring of your investments
  • Meetings to: review and evaluate your investment performance, update your overall financial objectives and reallocate your portfolio as needed

  •  

 

Retirement Income & Distribution Strategies

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to help fund your income needs and help maintain your desired standard of living
  • Recommendations for distribution strategies for your IRA and other retirement plans
  • Analysis of the beneficiaries of your IRA's and how to establish an Inherited IRA

  •  

Risk Management

  • Analysis of your existing insurance policies
  • Analysis of your families survivor needs
  • Assessing your families well-being in the event of you physical or mental disability
  • Provide protection of retirement and estate assets
  • Funding future potential costs of long term care

  •  

Client Services & Communication

  • Quarterly, semi-annual, or annual reviews depending on the given needs
  • We will listen to you and ask questions until we understand fully what is important to you and what you need to accomplish
  • Continuous studying of financial markets in order to provide you with the most substantive and current information available

  •  

Creative Financial Strategies, its agents, and representatives do not provide tax and/or legal advice.