Wealth Navigator System

 

How well do you keep track of everything you have when you're busy doing what you do best?  Do you know if all of your assets are working as hard as you are?  Are you paying too much in taxes?  When was the last time your various financial advisors all met to collaborate on your financial plan?

If you are not happy with the answers to these questions, you may be falling into what we call the "Success Complexity Trap."  To stay out of it you need a primary advisor to help organize, simplify, and coordinate a strategy to accomplish your financial objectives.

Based on years of consultative experience, Creative Financial Group (CFG) has created the 7-step Wealth Navigator System.  The system is based on communication, objectivity and measured results to lead you to a clear vision of your financial future and chart a strategic course to get there.

This revolutionary web-based wealth planning tool enables more complete planning and better servicing of our clients' needs.  The unique system allows clients to view their up-to-date financial position from anywhere in the world.  Some features of the system include:

  • Account Aggregation - automatically uploads investment account balances on a daily basis
  • The Vault - stores critical legal documents electronically for safe and easy access
  • The Planning Center - where the planning specialist can create a plan with multiple "what if" scenarios and reports

In today's fast changing financial landscape one needs a simple way to be sure one's wealth is organized and working as effectively as possible.  The Wealth Navigator System helps guide our clients to a clearer vision of their financial future and chart a strategic roadmap to get them there.  We act as an advocate, a quarterback who works for our clients to help organize, simplify and coordinate a strategy to help accomplish their financial objectives and escape what we have come to understand as the "success complexity trap."

 Let Creative Financial Group's Wealth Navigator System guide you and your finances to a prosperous future.  Contact one of our representatives to chart your financial course today!

 

Click below for the following Wealth Navigator System Links:

Wealth Advisory Services Org Chart

Wealth Navigator Sign-In Page

 

Affluent Marketplace

CPA Alliance

Construction Industry

Food Industry

Manufacturing Industry

 

 

 

"The Wealth Navigator SystemÔ is a proprietary financial planning process. Securities products and investment advisory services are offered through New England Securities, a registered investment advisor and broker/dealer, member FINRA/SIPC, located at 501 Boylston St., Boston, MA, 02116."