Creative Retirement Planning offers financial advisory services, including retirement income planning, estate planning, fixed annuities, reverse mortgages, life and long-term care insurance, and investment advice. The firm aims to provide quality financial advice, helping clients delegate financial decisions and reposition portfolios for retirement and other life events. They are also licensed insurance agents and mortgage brokers.
Assets Under Management$1.5M
Clients3
Advisors1
Avg. per Client$500K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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