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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are five facts about Social Security that are important to keep in mind.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Ascertaining the value of your business is important for a variety of reasons.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.