Expert Retirement Planning with Effective Tax Strategies
You provide the dream. We provide the plan.
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
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Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
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Using the CFG Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs.
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Receive a custom strategy to help you reach your unique retirement goals.
Tax-Smart Retirement
Watch Our Story
Creative Financial Group
In the
Media
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- Roth IRA: Convert Now or Pay Later?
- 6 Mistakes to Avoid When Planning Your Retirement
- Roth IRAs: A Great Tool for Investors Looking for Tax Efficiency
- Unexpected Problems Can Hurt Your Retirement
As featured in:
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