Expert Retirement Planning with Effective Tax Planning

You provide the dream. We provide the plan.

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

Established in 2003, Creative Financial Group is celebrating over 20 years in business.

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Why Retirement Planning Is Important?

Planning for retirement is essential to achieving your financial goals, especially as you approach age 62 and start considering your Social Security benefits. A trusted financial advisor, whether fee-only or working on a traditional advisory fee, can help you navigate the complexities of your retirement account, such as traditional IRAs and Roth IRAs, to maximize your tax deductions and minimize your taxable income. Understanding your tax bracket and the federal tax rates that apply to you is crucial in determining your standard deduction and optimizing your tax returns for each tax year. At retirement age, making informed decisions about investment management and tax planning is key to ensuring your income lasts. Whether you prefer a fee-only or traditional advisory fee model, our advisors work with you to create a personalized plan that considers your financial goals and the best strategies for managing taxable income, keeping you ahead of changes that impact your tax return.

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 CFG Retirement Roadmap, 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.

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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. Download Now

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