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@lpl.com
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Is a Variable Annuity Right for Me?
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Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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What to Expect in Your First Year of Retirement
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Insuring Your Business With a Buy/Sell Agreement
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Estimate how much life insurance coverage may be appropriate for your situation.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Business Cycle
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?