Financial planning for people 50+ with $500,000+ saved who want help with retirement and tax planning - Serving clients nationwide.
We’ve been on this mission since 2003 to provide independent fiduciary advice for you, your family and all the people you care about. From the moment you come into our offices or visit with us virtually, we want you to feel at home.
No material compensation is paid for client testimonials. Client experiences vary, and testimonials speak to the particular client experience, and are not representative of all client experiences. Testimonials are available at search -Creative Financial Google Reviews. The client providing the testimonial does not have any material conflicts of interest as it relates to the testimonial provided.
How We Help
Our mission is to help individuals over 50 who have saved well confidently navigate the complexities of retirement by focusing on cost, quality, and risk management using our 3 Pillar Approach: Comprehensive Financial Planning, Strategic Tax Planning, and Money Management.
Creative Financial Group received the Better Business Bureau (BBB) Central Indiana Torch Award for Ethics on October 15, 2025. The Torch Award is a third-party award designed to honor companies that demonstrate high ethical standards of behavior towards customers, suppliers, employees, and communities. The award is judged by an independent panel of volunteer community leaders based on criteria regarding Character, Culture, Customers, and Community. This award is not based on investment performance or client experience with the adviser’s investment services. Creative Financial Group did not pay an application fee or other fees to the BBB to be considered for or to use this award.
Meet the Team
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