Creative Financial Solutions provides personalized financial planning and investment management services for individuals, families, and small businesses. Founded in 1988, the firm's advisors focus on helping clients identify their financial goals and develop tailored strategies to achieve them. The planning process covers balance sheet analysis, investment strategies, income tax planning, cash flow and retirement projections, educational needs planning, life insurance analysis, estate planning, and risk management. When clients choose to have investments managed, those services are provided through a partnership with Cambridge Investment Research and Cambridge Investment Research Advisors. The firm's advisors hold professional credentials such as the Certified Financial Planner designation and are also licensed to offer insurance products.
Fee Structure
Investment management services are provided through Cambridge Investment Research Advisors. The firm does not manage investments directly under Creative Financial Solutions, but clients can access fee-based or commission-based investment accounts through the Cambridge relationship.