Who We Are

Trust Our Insight and Experience

Many of our 200+ professionals possess the industry’s highest credentials including the following designations and degrees: CPA, ChFC®, CLU®, JD, MBA, AEP, CAP, CASL. Our senior partners average 20 years with the firm; all of our original partners are still with us. Over the years, this dedicated team has built a wealth of experience and knowledge that they use to help you succeed.

Our Value Proposition
  • Advocacy – We serve as advocates for our clients and help protect them, their loved ones, business partners and employees from the unforeseen.
  • Intellectual Capital – We put some of the best minds in the business to work on your behalf. 
  • The Wealth Navigator System™ - Our unique offering integrates your fee-based financial plan with a customized website that puts all of your critical documents and key information at your fingertips.  A knowledgeable financial planner, a dedicated account manager, a team of specialists and the latest technology all come together to develop and implement a customized plan to help you reach your goals. Please note that you can implement your financial plan at the financial institution of your choice.
  • Proactive Implementation – We develop and implement financial solutions to meet your evolving needs and our proactive client service model provides ongoing monitoring and adjustment to keep your plan on course.
     
Why CFG?

As you become more successful, your life becomes more complex and more financial issues need to be addressed.  You could be overlooking opportunities or exposing yourself and those who matter to you to unnecessary risks.  We call this the “Success Complexity Trap.”  Our Wealth Navigator process can help you avoid these pitfalls.

Comprehensive financial planning is done through Creative Financial Group’s Wealth Navigator System™. This unique offering provides fee-based clients with a financial planner, a dedicated account manager, and a team of specialists together with the latest technology to customize a plan that helps them reach their goals.

 

 

Set Sail with Confidence

As a CFG client, you’ll enjoy the peace of mind that comes from knowing you’ve taken a proactive approach to achieving your lifetime and legacy goals.   You’ll also have a clearer vision of your objectives and a roadmap for your financial future.  Take the next step towards realizing your financial goals and contact your CFG representative to find out how The Wealth Navigator System can help you get there.

 

 

 

 

*Fee-based financial planning offered by qualified financial planners of New England Securities, Corp, a registered investment advisor.