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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Life insurance proceeds are generally tax-free. But not in all cases.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A look inside the U.S. government's statistics on household net worth.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?