[Free Book] 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 retirement plans.
EXCELLENT Based on 150 reviews Posted on Mark BanksonTrustindex verifies that the original source of the review is Google. Great advice and planning very happy with the servicePosted on Peggy SebaldTrustindex verifies that the original source of the review is Google. We have been with CFG for a few years and highly recommend their services. Brian Quick and the rest of the staff are very knowledgeable and friendly. We trust their advice and have made some changes to our investments with positive outcomes.Posted on Christopher BraunTrustindex verifies that the original source of the review is Google. We mainly work with Brian Quick and we have been thrilled with our results. He and Kurt listened to what we were looking for and then set up a plan based upon our needs and risk tolerance. We meet twice a year with Brian to review our results and to guide any adjustments. We used their recommended partners for our legal and accounting needs as well. We have been with them for more than 6 years, and have recommended them to both family and friends.Posted on Ken SwankTrustindex verifies that the original source of the review is Google. Brian Quick of Creative Financial Solutions is “THE BEST”! I first got acquainted with Brian through a free seminar. He helped me do ROTH conversions in helping me to lock down the taxes now rather than have to pay them later when the money is withdrawn. Brian helped me set my retirement plan in place. He is easy to talk to and provides excellent information in a way that is easy to understand. I talked with several fiduciaries before deciding to go with him. Do yourself a huge favor and give him a call.Posted on Team KingBurrousTrustindex verifies that the original source of the review is Google. My wife and I were extremely lucky to find Creative Financial. Every member of their team makes you feel like family. They offer a smaller family style service compared to other financial advisors I have worked with and we are very lucky to have them.Posted on Timothy WyckoffTrustindex verifies that the original source of the review is Google. I get the feeling Brian cares. He does a great job with laying various options. The staff is very good as well. I highly recommendPosted on Kathy SpringmanTrustindex verifies that the original source of the review is Google. We always come away from our appointments with our questions answered and feeling very informed. I would highly recommend them.Posted on Joe PecarTrustindex verifies that the original source of the review is Google. Brian Quick and team are very skilled regarding investments and wealth management. We find Brian to be an excellent listener and he understands and respects our goals and needs as we navigate financial planning. We are pleased with and confident in our decision to work with Creative Financial Group.Posted on Bob HuffmanTrustindex verifies that the original source of the review is Google. Creative Financial Group are great financial advisors. Brian Quick is knowledgeable advisor and a super nice guy to work with. I highly recommend Creative Financial Group.
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.
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Whether you’re close to retirement or have already retired, we believe you deserve a plan you can trust, and a team that treats your retirement like it’s their own.
