We follow the belief that “no one cares how much you know until they know how much you care.”Learn More
We don’t just create a financial plan and set you on your way. We offer ongoing education and support.Learn More
As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
Guidance Through Life’s Financial Milestones
At Creative Synergy, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.
We are an independent financial planning firm serving clients in all stages of life, from starting their careers to building a family to transitioning into retirement. Wherever they are in life, we can help them create a roadmap that connects today’s reality with tomorrow’s dreams.
Based in Englewood, Colorado, we work with clients in the greater Denver area, throughout the state, and across the country. We invite you to contact us today to learn more about how we can help you pursue your goals.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A change in your mindset during retirement may drive changes to your portfolio.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The latest trends in travel reflect a rich menu of exciting new possibilities.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Tips on insuring your teen driver.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
Do you know these three personal finance sayings?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What does your home really cost?