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Archive for June 2024

The Importance of Long-Term Tax Planning for Retirement

By kurtsupe | June 27, 2024 | 0
happy senior retired couple posing together outdoors

As a seasoned financial professional, I have witnessed firsthand the transformative power of strategic long-term tax planning for individuals nearing retirement. Properly managed, such planning can pave the way to…

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    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. Neither Creative Financial Group, nor the CFD Companies offer legal or tax advice.

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