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. Read more below about our core values.

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

I bet we know your answer. Everyone wants to feel heard and understood. And here at Creative Financial Group, that is our whole mission: To get to the heart of what you need and help you build a plan to achieve the future you dream about.

From the moment you come into our offices, we want you to feel at home. Because we know this process can be a little intimidating at first. People often come in saying, “I don’t know what to do,” and leave saying, “I’m so glad I have you to help me through this.”

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. And we’re always adapting to the changes in the stock market, tax code and retirement planning laws. We take that on, so you don’t have to.

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.

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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Riding Market Highs: Take Action Now to Help Protect Against Future Market Volatility

Worried about future market volatility? This 12-page guide can help you take steps to help protect yourself from future market volatility. Download to learn about:
  • A prudent approach: rebalancing, refocusing and reaffirming
  • Past volatility and how the markets have recovered
  • Why time in the market is more important than timing the market

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Investing involves risk, including the potential loss of principal.

Navigating Market Volatility: It’s All About Perspective

How can past volatility inform our present? Watching market volatility can be exciting or nerve-wracking, depending on how much of your assets are tied to the markets’ performance. How do you know how to react? This 12-page guide explains all of that and more:
  • Volatility is not new! History shows us how to respond to today’s volatility.
  • Markets have weathered numerous crises in the past — and come back stronger.
  • Timing the market does not work. Time in the market does.

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Investing involves risk, including the potential loss of principal.

Will the Biden Presidency Influence Stock Markets?

Are You at Risk of Paying Too Much in Taxes in Retirement? As the months go by, we learn more about the president’s policies and priorities — but how will they impact your investments? Download this guide to learn more about:
  • How presidents actually impact the stock market
  • How to prepare for the unknown when it comes to investments
  • Economic recovery over the next four years

Download Now

10 Tips to Help Empower Women Investors

10 Tips To Help Empower Women Investors Today's woman needs a financial plan to call her own. This quick guide has 10 must-know tips to help get you on the right track. You’ll learn:
  • Why you should have your own credit score
  • Why you should pay yourself first
  • What you should always keep on hand

  • Download Now

Are You Paying Too Much in Taxes in Retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

Download Now

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Your Retirement Income Planning Checklist

Explore 10 topics to prepare for retirement
"Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:
  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • Planning for health care and long-term care assistance

Download Now

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Creative Financial Group