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 Court, Suite 400, Englewood, Colorado 80112
Phone (720) 279-2344 • randy.williams@securitiesamerica.com
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A presentation about managing money: using it, saving it, and even getting credit.
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Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Business Cycle
How will you weather the ups and downs of the business cycle?
It Was the Best of Times, It Was the Worst of Times
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.