Our Philosophy

We live in challenging times. Self directed retirement plans, the proliferation of new investment vehicles and insurance products, economic volatility, stock market fluctuations and seemingly unpredictable interest rates leave many people uncertain of their next financial move and unsure of their present position. Rarely is the answer as straightforward as "more information". Rather, the answer lies in identifying and employing "useful information" to make better financial decisions. Decisions that serve to enhance the options and choices you have in life; decisions that are values confluent and regret free.

Welcome to Creative Financial Strategies.
Thank you for your interest in our firm.
We look forward to serving you.