Create the financial outcomes
Your Future Deserves

We help make dreams a reality for friends and neighbors throughout the greater Indianapolis area.

Creative Financial Group's Mission

We have a mission at Creative Financial Group to give you the best service possible while helping you build a plan for your future. Watch this short video to learn more about our core values:

Would you rather be treated like a number or like a real person?

We’ve been on this mission since 2003 to provide independent fiduciary advice for you, your family and all the people you care about.  We use our CFG Retirement Roadmap to help you minimize taxation while maximizing retirement income because we believe tax and retirement planning should be simple. From the moment you come into our offices, we want you to feel at home.

Get Started In
3 Easy Steps

1

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2

Using the Creative Financial Group plan, we’ll examine your current financial situation and determine your retirement needs.

3

Receive a custom strategy to help you reach your unique retirement goals.

Schedule a Meeting Today

Tax-Smart Retirement

In this book, I will teach you how to use the tax code to your advantage and significantly reduce your risk of overpaying the IRS when you retire. Whether you are a financial novice, or very experienced, this is a must-read for anyone with more than $250,000 in retirement plans.

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Creative Financial Group