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Client Care

We follow the belief that “no one cares how much you know until they know how much you care.”

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Guidance

We don’t just create a financial plan and set you on your way. We offer ongoing education and support.

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Transparency

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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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.

9800 Mt. Pyramid Court, Suite 400, Englewood, Colorado 80112

Phone (720) 279-2344 • randy.williams@securitiesamerica.com

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Succeeding at Business Succession

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Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Gap Insurance for Leased Cars

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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

How to Invest in LGBTQ+ Friendly Companies

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Estate Management 101

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Here is a quick history of the Federal Reserve and an overview of what it does.

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