Client Care
We follow the belief that “no one cares how much you know until they know how much you care.”
Learn MoreGuidance
We don’t just create a financial plan and set you on your way. We offer ongoing education and support.
Learn MoreTransparency
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Learn MoreGuidance 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.
9800 Mt. Pyramid Ct, Suite 400, Englewood, Colorado 80112
Phone (720) 279-2344 • creativesynergy@natplan.com
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A Home Insurance Claim: To File Or Not To File
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Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.