We serve clients locally and nationwide through in-office or virtual meetings.
Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
Using the CFG Retirement Roadmap, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
EXCELLENT
Based on 187 reviews
Posted on Google
Jon ArenaOur financial advisor Andrew and the staff our awesome. They always keep us up to date with the entire process, options and time-frames. There is no pressure/hard sales at all.Awesome service.Posted on Google
PeggyThis group is great to work with. They are very helpful and knowledgeable in their field.Posted on Google
Monica CarlMy husband and I met Brian at a 'Taxes in Retirement' seminar that he hosted. While we had a good handle on our retirement planning, Brian's input really took it to another level. He is knowledgeable and patient and will explain concepts until you clearly understand not only what he's recommending, but why. His staff are professional and responsive and they keep us updated on the status of our accounts, especially during any activity that they initiate. Brian offers appointments in person (which is something that not all Investment Advisors offer) or via zoom. He's been great to work with and we highly recommend him.Posted on Google
Suzanne alexanderAndrew is knowledgeable and detailed. Every review or update he is prepared with information and options. We couldn’t be more satisfied with our choice for financial advisors.Posted on Google
J SteenBrian Quick is a very knowledgeable, professional and friendly financial advisor. I highly recommend him! He has been extremely professional, helping us develop a good financial plan for our retirement. Everyone on his staff has also been very friendly and helpful.Posted on Google
Gerald DavenportBrian and his staff are great to work with! Brian is especially knowledgeable at explaining the pitfalls of the tax implications of 401Ks as well as the strategies to reduce the tax burden. He is easy to talk to and provides quick responses to any questions my wife and I have. I highly recommend CFP no only for those who have retired and are the things the hard way, but for those who have several years to go before retirement.Posted on Google
Edward NovitMy wife and I have been clients of CFG for about eight years, working with Brian Quick. We are extremely satisfied with the guidance and advice we’ve received and truly enjoy working with him. He helped us prepare for retirement while I was still working and now continues to guide us through retirement with sound advice and regular plan updates. Brian and his staff are knowledgeable, responsive, and easy to work with. He explains financial concepts in terms we can understand and provides sound guidance on investment strategy, retirement income and Social Security planning, and which accounts to draw from at different stages of retirement. We highly recommend Brian and the entire CFG team.Posted on Google
Sergio MenaleThe Professionalism is wonderful to have in the staff. We have been with this group for a number of years and have been very happy. The front office girls are amazing.Posted on Google
Randy HornsteinWe are currently consumers of our retirement savings. Switched to CFG because of their reputation for tax planning and expertise in navigating the retirement years.Posted on Google
Ellen SandersWe have been working with Brian Quick for the past several years and he has done a great job not just with our investments, but also with tax planning and Medicare. We love the complete approach Brian takes to our financial health.
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Andrew Drufke believes everyone should have access to high-end financial planning. His goal is to be a valuable source of knowledge and comfort for others. He makes confidence and clarity a top priority in guiding others on their financial path. Andrew is knowledgeable on Social Security, tax planning, investments, legacy planning, Medicare, income and retirement planning.
Born and raised in Downers Grove, Illinois, Andrew graduated from Illinois State University. He is a Certified Financial Planner (CFP)® and Certified Senior Advisor (CSA)® which enhances his knowledge of financial, health, and social issues that seniors face. He is also a published author of educational pieces on tax and investment planning in Kiplinger. In addition, he is the co-author of Tax-Smart Retirement book: A Guide for the Age 50-75 Crowd to Lower and Erase Taxes.
A proud resident of the Indianapolis community, Andrew is happily married and has three kids. He spends his time attending cheerleading, softball, soccer, coaching baseball along with otherkid activities. When it’s time to get away, nothing beats a secluded cabin on a lake. He is inspired by Jim Rohn who declared: “Time is more valuable than money. You can get more money, but you can’t get more time.”
John Culpepper has been working in the financial services industry since 1997. John has developed his mission during this time to provide independent advice for his clients that fit their individualized needs financially.
John’s interest in investments began when he was a student at Indiana State University. While studying for his bachelor’s degree in business, he was presented with the opportunity to intern with a local financial firm. It was during this internship that John’s passion for finances was sparked and the accolades for his work began. John was mentioned in Sports Illustrated and USA Today because of his productivity and his new client acquisitions as an intern with the firm. John is also a published author of educational financial pieces in Kiplinger, a national business and finance publication.
In addition to a great internship, Indiana State University provided John the opportunity to meet his beautiful wife, Michelle. They have been happily married since 1999 and together are raising three amazing children in Greenwood, Indiana. John works very hard at providing balance for himself and his family between work and home life. John is an aquarist and loves to maintain his beautiful salt water fish tanks. He also enjoys golf, and he’s currently displaying the 2016 Double Eagle Tournament League trophy in his office. He enjoys fantasy football, Colts football, traveling, fishing, watching movies and spending as much time with family and friends as possible.
John met his current business partner, Kurt Supe, while working at a financial company. They immediately forged a life-long friendship and quickly determined that they shared some basic core values, and both agreed that selling products to clients that they do not need to meet a quota was not what either of them wanted. This was the reason they partnered and opened Creative Financial Group. John works closely with every client to understand their financial holdings and plays an integral role in producing clients’ “individualized” plans with Kurt. John has developed the skills to work with every client to help them capture in writing their financial and retirement goals. John focuses on his client communication and service as he continues to ensure all clients enjoy their experience of becoming a member of his Creative Financial Group family.
Kurt Supe became interested in the investment industry through the help of his grandmother, who assisted him in researching and purchasing blue chip stocks and then watching them grow over time. He has 20-plus years of experience in the financial services industry.
Kurt also serves as the firm’s Chief Investment Officer, overseeing the Best In Class Portfolios and managing $350 million in assets for clients. He is also still hands-on in planning for clients and supports the advisory team daily.
After graduating from the University of Kentucky with a bachelor’s degree in finance, Kurt entered the world of finance with 5/3 Bank. He quickly discovered the benefits to his clients of becoming an independent financial advisor. In 2003, Kurt partnered with John Culpepper to form the business now known as Creative Financial Group. Kurt and John are now free from sales quotas and product placements and can serve clients in the manner that best suits their individual needs and goals.
In his quest to offer his clients the best service and breadth of knowledge, Kurt obtained a license as a Certified Public Accountant (CPA). He views continuing education as instrumental to being able to provide his clients with the best financial advice and informed recommendations.
Kurt is a contributor for WIBC radio and has appeared on a number of other local media affiliates, including ABC, CBS, FOX and NBC.
Kurt is an accomplished speaker and has given presentations to many groups, including:
A resident of Indianapolis, Kurt is happily married and has two children and a dog. His family enjoys going to Kentucky Wildcat football games (where Kurt is famous for sacking Peyton Manning). He also enjoys hunting, fishing and cooking.