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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.