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                        Our Services

                        WEALTH MANAGEMENT1

                        We work with our clients to design and implement a variety of investment strategies. We offer access to investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds and access to quality third-party wealth management programs.

                        RETIREMENT PLANNING

                        The amount you will need in retirement depends on several things- the age you plan to retire, your desired retirement lifestyle, how long you expect to live, and other needs or goals. Let us help organize all these factors while helping ensure you maximize your retirement income.

                        ESTATE PLANNING

                        A well-engineered estate conservation strategy can minimize tax2 liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate. From there, we will suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

                        ASSET PROTECTION/RISK MANAGEMENT

                        There are numerous financial strategies that can help you protect your financial future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

                        EXECUTIVE BENEFITS/SUCCESSION PLANNING

                        Executive benefit packages can help you attract, motivate and retain high-caliber employees, while keeping your company healthy and stable. Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.

                        FINANCIAL PLANNING2

                        A fee-based, in depth financial planning process that explores all aspects of a client’s financial objectives and where they stand in regard to their objectives. It entails a comprehensive analysis that produces a detailed set of goal-based recommendations that will give the client a clear path to achieving those desired goals.

                        Disclosure

                        Jason Bourque is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4139864), CT, FL, HI, IL, MA, MI, NH, RI, SC, UT, VA, and WI. No insurance business may be conducted outside the states referenced.

                        As a New York Life Agent, Jason Bourque is licensed and authorized to offer insurance in California, but CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC may not be. For additional information on California licensure status, please click here.

                        Jason Bourque is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2048 Washington St Ste 2, Hanover, MA, 02339, 781-347-3424. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, NH, NM, NY, RI, SC, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

                        Jason Bourque is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, FL, HI, IL, MA, NH, NM, NY, RI, SC, UT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

                        CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                        Neither CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                        For more information about NYLIFE Securities LLC and its investment professionals.

                        CLICK HERE
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                        • ABOUT
                          • TEAM
                            • EXPERTISE
                              • SERVICES
                                • PROCESS
                                  • RESOURCES
                                    • Calculators
                                      • Videos
                                      • CONTACT US
                                        • CLIENT LOGIN
                                          • NYLIFE Securities/Eagle
                                            • NYL Service Center
                                              • CWS eMoney Portal

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                                              NYLIFE Securities LLC, Member FINRA/SIPC.

                                              For additional information, visit Customer Relationship Summary.pdf