Our Expertise

Two business owners standing behind bakery counter

BUSINESS SOLUTIONS

We offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Executive Benefits
Succession Planning
Key Person Insurance
Employee Benefits
Funding Buy-Sell Agreements
Deferred Compensation

Senior couple sitting at the table with a laptop

PERSONAL SOLUTIONS

We provide individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Wealth Management¹
Estate Planning
Insurance Solutions
Retirement Planning
Long-Term Care Planning
401(k) and IRA Rollovers

Diagram of business images: handshakes, open laptop, meeting, hands using calculator, hands drawing charts

WORKING WITH OTHER TRUSTED ADVISORS

At Creative Wealth Solutions, we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

When you work with CWS, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients.

We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.

We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning strategies. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be able to assist, please don’t hesitate to contact us.