Our Services

Creative Financial Strategies, Inc. is a Wealth Advisory* firm offering "hands on" retirement, financial, estate and business planning services on a fee oriented basis. Kevin is an Advisory Representative of Creative Financial Strategies, Inc.  Kevin is also a Registered Representative of Purshe Kaplan Sterling Investments, Inc., an Independent Broker Dealer through which commission based securities transactions, if recommended,  may be placed. While Creative Financial Strategies, Inc. planning clients are free to do business with anyone, we strive to provide continuity to the planning process by offering:

Fee Based Asset Management through the services of Creative Financial Strategies, Inc.;

Complete Investment Brokerage Services through Purshe Kaplan Sterling Investments on a Commission basis;

Insurance Services which include Life, Health, Disability Income, Long-Term Care and Fixed, Immediate and Variable Annuity programs;

Qualified Retirement Plan Design, Implementation and Administration including Pensions, Profit Sharing, 401(k), 403(b)as well as SEP, SIMPLE, ROTH and Traditional IRA accounts;

Accounting & Legal Services which are coordinated through our network of independent professionals.

*Creative Financial Strategies, Inc. ("CFS")is a Registered Investment Advisor in New Hampshire. This should not be construed to be a solicitation in any jurisdiction where CFS is not licensed to conduct business.

Securities provided through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,  www.finra.org

 Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.