Creative Financial Planning

Creative Financial Planning is a well-established independent financial planning firm with a strong presence in Nyack, New York. Founded in 1985, the company has been offering comprehensive financial planning and wealth management services for over three decades. With a remarkable slogan, "If you have a dream, we have a plan.™," the firm showcases its commitment to personalized and client-centric financial solutions. With a wealth of experience amounting to 60 years within the financial planning and wealth management sector, Creative Financial Planning prides itself on the ability to deeply understand its clients' needs, risk tolerance, and long-term financial goals. The company's dedication is evident through its tailored approaches and proactive strategies, aiming to instill confidence in clients regarding their financial future. The firm's focus on a limited number of clients allows for a personalized and attentive approach, enabling them to address the unique needs and concerns of each client effectively. Notably, Creative Financial Planning operates as a fee-only firm, aligning its success with that of its clients. This unique approach ensures that the firm's diligent, strategic, and passionate efforts are aimed at achieving their clients' financial objectives. With a strong emphasis on turning financial dreams into reality, Creative Financial Planning targets various life stages, such as marriage, child-rearing, entrepreneurial endeavors, and retirement planning. It offers Advisory services through Commonwealth Financial Network®️, demonstrating its commitment to high-quality service and industry compliance. As a financial services and wealth management company, Creative Financial Planning stands as an influential player in the industry, advocating for client success by offering personalized, commission-free financial planning.