Broker Check

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@securitiesamerica.com

Helpful Content

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.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

 

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos arrow