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
Helpful Content
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Rightsizing for Retirement
What does your home really cost?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.