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Established in 2003, Creative Financial Group is celebrating its 20th year Anniversary!

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Archive for February 2018

Roth IRA: Convert Now or Pay Later?

By webteam | February 22, 2018 | 0

The wait is over. If you were delaying your plans to do a Roth conversion until you knew for sure that President Trump could deliver on his tax cut promises,…

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    Phone: 317.788.1562
    Fax: 317.644.3313
    Email: [email protected]

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    Indianapolis, IN 46227
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    Creative Financial Group BBB Business Review

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Kurt Supe, Brian Quick, and John Culpepper offer securities through CFD Investments, Inc., Registers Broker/Dealer, Member FINRA & SIPC. Kurt Supe, Brian Quick, and Andrew Drufke offer advisory services through Creative Financial Designs, Inc., Registered Investment Adviser. Creative Financial Group is a separate unaffiliated company, 2704 South Goyer Road, Kokomo, IN 46902. 765-453-9600. The CFD Companies do not provide legal or tax advice.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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