Creative Financial Designs, Inc. offers investment management through three platforms: Brokerage Management, Self-Directed Retirement Management, and Variable Annuity Management. Brokerage Management is divided into In-House Brokerage Management and Adviser Discretionary Management. They also provide non-discretionary investment advisory services and financial planning. Creative uses asset-class model allocations based on research from firms like Morningstar, JP Morgan, and Vanguard.
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.