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How We Can Help

At Creative Synergy, we believe every individual and family needs a plan in order to set, pursue, and address financial objectives. We aim to help clients identify appropriate and realistic financial goals and develop strategies that can help them pursue and work toward them.

Many individuals and families don’t have a plan because they don’t know where to start. From the first meeting, we seek to serve as a firm clients can trust. We can address a number of questions and concerns clients may have, such as:

  • Can I afford to send my children to college?
  • What’s the risk in my investment portfolio?
  • How can I get the most out of my 401(k) and/or IRAs?
  • When can I retire?
  • How can I create a steady stream of income that lasts through retirement?
  • What are the elements of a sound estate strategy?

Our goal is to help clients develop a financial roadmap, feel confident with their investment strategy, and pursue financial independence.