Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Creative Financial Strategies offers the following private client group fee based services:



Personal Financial Planning Services
offered through Lincoln Financial Securities Corporation

Comprehensive and Area Focused Financial Planning in the Following:

Cash Management Strategies
Contingency Planning
Asset Allocation
Retirement Planning
Education Planning
Estate Planning
Divorce Impact Planning

Corporate / Professional Services
offered through Lincoln Financial Securities Corporation

Employee Financial Education Workshops
Employee Pre-retirement Counseling and Consultation Services
Comprehensive Executive Financial Planning
Executive Financial Management Workshops
Financial Education Program Design Consultation

Business Services

Business Continuity/Disposition Planning
Executive Compensation Planning
Qualified Plan Benchmarking
Qualified and Non-qualified Plans