Creative Financial Group

Since 1976, Creative Financial Group has delivered comprehensive, state-of-the-art financial solutions to a select group of executives, business owners and other successful individuals and families who have unique planning and wealth management needs. CFG offers a comprehensive suite of financial services that range from life, disability income and long-term care insurance to estate planning, investments and retirement planning.  CFG also offers solutions to corporate clients and their employees including benefits administration, risk management, purchasing strategy, business succession planning and retirement planning and education funding strategies.  We are large enough to deliver institutional-quality solutions and small enough to respond quickly to change.

Range of Services