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.