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." 

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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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A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

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