Legacy Series Connections


Everyone leaves a legacy. What will yours be?

For more than forty years, CREATIVE Financial Group has helped our clients achieve their lifetime and legacy objectives. It’s not an objective we take lightly. As part of our time-tested approach, we look for ways to continue to add value and enrich the lives of our clients, including business leaders and owners, entrepreneurs and families. CREATIVE is proud to bring you Connections, our Legacy Series publication that presents actionable strategies and ideas drawn from the collective and current wisdom of industry leaders.

In our view, building relationships is rooted in the ability to connect clients with meaningful solutions and strategies. Connections will deliver insights about issues facing businesses and families and offer topical commentary on important issues.

It’s our hope that Connections will enlighten and inspire you to join one of our Legacy Series roundtables, if you haven’t already. At these events, you’ll have the opportunity to get away from the distractions and demands of daily responsibilities and think about issues critical to your family and business, invest time in personal growth and leadership, and share experiences and learn from your business leader peers.

Connections. It’s what the best families and businesses are all about.

Fran Naselli
CREATIVE Financial Group
Managing Director

It’s What the Best Families and Businesses Are All About

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