Broker Check
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Client Care

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

Learn More

Guidance

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

Learn More

Transparency

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.

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

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

Helpful Content

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

View all articles arrow

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.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators arrow

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow