[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 176 reviews Posted on Donna SheetsTrustindex verifies that the original source of the review is Google. Andrew is always so knowledgeable and helpful.Posted on Joy RupenthalTrustindex verifies that the original source of the review is Google. Having a great retirement thanks to Brian Quick!!!Posted on David CritchfieldTrustindex verifies that the original source of the review is Google. Very friendly , helpful and knowledgeable.Posted on Verna UnderwoodTrustindex verifies that the original source of the review is Google. BRIAN has been very helpful planning and executing our retirement plans, while reducing tax liability. He is also guided us on the best way to stage our funds for our beneficiary that would reduce their tax liabilities.Posted on Sandi NormanTrustindex verifies that the original source of the review is Google. Brian has been great to work with and has been so forward and honest with us. We feel like our investments are well taken care of and going in the right directionPosted on Susan NehezTrustindex verifies that the original source of the review is Google. I highly recommend Creative Financial Group. I started working with CFG before I retired 10 years ago. They helped me see that I could retire and they guided me through the retirement process. They helped me navigate the sometimes complex process including completing forms, etc. I've been very pleased with the investment guidance provided. They always make sure we are comfortable with our investments. They meet with us on a regular basis and are always willing to address any questions or concerns. Every staff member is friendly and accommodating. Several family members have enjoyed their service, as well!Posted on Wendy BravardTrustindex verifies that the original source of the review is Google. Great people to work with. Went to a library learning session and set an appt with Brian. Decided based on the discussions to relocate to their services. Brian and Miya have been absolutely great, easy to talk to and they listen to our wants and needs, calls and emails have all had great response time. Great at keeping me informed on the status and processes. They successfully moved/consolidated our funds in less than 30 days (the last service I used took over 9 months and never got everything in place, and the rep was not responsive to calls or emails in a timely manner). I am really happy with the switch and look forward to working with CFM.Posted on Lisa CheneyTrustindex verifies that the original source of the review is Google. Trust is of the utmost importance when you are dealing with financials, and Brian goes above and beyond to earn that trust! We are grateful for CFD!Posted on Tristan EnglertTrustindex verifies that the original source of the review is Google. Creative Financial Group has been handling my investments and retirement accounts for over 5 years. My advisor, Andrew, takes the time to genuinely get to know me, as well as my priorities and future plans. This ensures that I am financially secure in both the short and long term. I would highly recommend CFG to anyone looking to plan ahead or make the most out of their financial situation.
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.
