Creative Financial Designs, Inc.


Creative Financial Designs, Inc. is devoted to bringing you and your clients top quality comprehensive investment management and financial planning services.  Let us show you how we can provide the right services and the right products that your clients need and require to meet their financial goals.  Give us a call today at 800.745.7776.

 "Building Quality Advisory & Client Relationships." 

 
Calculators

Investor Profile

Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

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