If you are like many of our successful clients, you are finding life increasingly more complicated. Success seems to bring with it more financial decisions and issues, and requires more of your time. It is easy to lose sight of your goals when you are plowing through piles of paper and details.
CREATIVE Financial Group is one of the region’s largest financial services firms. With over four decades of experience, we have a proven record of helping our clients achieve personal financial goals.
The experience and success we’ve had has led us to utilize a process that we call the Personal Financial View®*. This system helps to guide you to a clearer vision of your financial future and chart a strategic road map to get there. We act as your advocate, a quarterback who works for you to help organize, simplify, and coordinate a strategy to accomplish your financial objectives and help you escape what we have come to understand as the “success complexity trap”.
- University of Delaware, graduate
- The American College, graduate
- Member – NAIFA
- Member – Million Dollar Round Table
- Series 6, 7, 63, 65
- 1989 – Present; CREATIVE Financial Group, Wilmington, DE
- Provide investment knowledge to clients as part of overall financial strategies.
*Personal Financial View® is a financial planning tool