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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Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

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