Creative Financial Group

Financial Navigation To Help You Reach Your Lifetime and Legacy Goals

Founded in 1976, Creative Financial Group delivers comprehensive financial solutions to a select group of executives, business owners and other successful individuals and companies who have unique planning and wealth management needs. Services range from estate planning, investments, insurance and total wealth management to corporate solutions such as strategic purchasing, risk management and employee benefits.

CFG is dedicated to helping entrepreneurs and business owners accomplish their lifetime and legacy goals. Our unique process gives us the ability to develop and implement integrated financial solutions to meet the evolving needs of our clients. Our value proposition comprises these four principles:

  • Advocacy
  • Intellectual Capital
  • The Wealth Navigator System™
  • Proactive Implementation

Learn more about our unique approach to personal financial planning.
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The Wealth Navigator System is a financial planning tool.
 

 

 

We have representatives in this office licensed and registered to offer products and services in [PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

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