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
Helpful Content
The Junk Drawer Approach to Investing
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The Rule of 72
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A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.