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

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.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →