Karen D. Poore, ChFC®

Karen D. Poore, ChFC®

Senior Associate

Creative Financial Group
100-P West Rockland Road
Montchanin, DE 19710

Phone: (302)993-1283
Fax: (302)429-1999
Mobile Phone: (302) 593-5098
E-mail:

Educational Background

  • University of Delaware, graduate
  • Investment Advisor Representative, New England Securities, 1989
  • The American College, graduate
  • Member – NAIFA (National Association of Insurance and Financial Advisors)
  • Member – Million Dollar Round Table
  • Series 6, 7, 63, 65 Licensed
  • Special Needs Planner 
     

Professional Background / Awards

  • 1989 – Present; New England Financial, Wilmington, DE. Provide investment knowledge to clients of Creative Financial Group as part of overall financial strategies
  • 2010 Joseph V. Naselli Sr. Mentorship Award for commitment to mentoring and guiding individuals in the organization to great success

Professional Services

  • Family Legacy Planning*
  • Business & Estate Planning*
  • Personal Financial Planning
  • Retirement Planning Strategies
  • Wealth Accumulation Strategies
  • Wealth Distribution / Tax Strategies*
  • Life Insurance, Disability Income Insurance, and Long-Term Care Insurance
  • College Education Funding Strategies
  • Executive Compensation Plans
  • Charitable Giving Strategies

Volunteering/Clubs

  • Variety Club
  • Wilmington Jaycees
  • JCI Senate
  • YWCA
  • Christiana Rotary
  •  Widener University Legal Education Institute

 

* I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.