As in the game of chess, there is an unlimited number of moves to consider in your day to day financial life. Most successful people are entirely too busy to keep everything in their business and personal financial lives in sync, making it very difficult to properly plan for what comes next.
But how can you possibly take on the added responsibility
for effectively planning your entire financial picture?
Who is guiding you to make all the right moves?
Sure, you may have a lawyer who may have prepared estate planning documents long ago and an accountant that does your annual returns. There's a broker dealing with personal investments and probably another handling the company retirement plan. An insurance agent or two are likely included in the mix, as well. But, each of these folks, with all the best intentions, are likely only dealing with their singular area of expertise.
Who is helping you stay on top of all of the issues?
Who clearly understands your "big picture” and your plans for your future?
Imagine the convenience and feeling of confidence that comes from being able to make a single call to reach your most trusted adviser, the one adviser that next to you, knows more about you, your business and your personal goals; the one adviser that can intelligently address your questions about that nagging issue that wakes you in the early morning hours. The one adviser who can coordinate, facilitate and expedite the activities of all of the members of your professional support team.
How do you know you are making all the right moves?
Creative Financial Strategies, Inc. and My Personal CEO© can help
With our founder’s 40 years of personal experience, we have determined that the key to a successful financial plan is to fully address our clients’ needs for Wealth Preservation, Wealth Enhancement, Wealth Transfer, Asset Protection and Charitable Giving. Through our service model, My Personal CEO©, our advisors focus on these five key areas of concern for each of our clients
"Putting All the Pieces Together".
Creative Financial Strategies, Inc. is the one wealth advisory firm that provides the link to a fully coordinated, integrated and successful financial plan for business owners and successful individuals approaching and entering the next phase of their lives. Through our service model, My Personal CEO©, we blend all of your personal and business goals into a financial master plan that will serve all of your personal, family and business needs.
My Personal CEO© is a service provided by Creative Financial Strategies, Inc. an Independent Registered Investment Advisory firm located in Littleton, NH. CFS is licensed to do business in the State of NH. This shall not be deemed to be a solicitation in any jurisdiction where "CFS" is not registered