Founded in 1989, Creative Financial Planning, Inc. is an independent, fee-only wealth management firm based in New York. The company operates as a fiduciary, meaning they are legally obligated to act in their clients' best interests. They specialize in creating customized, long-term financial plans that cover various aspects of a client's financial life, including retirement planning, investment management, estate planning, and tax strategies. Their mission is to guide clients through every stage of their financial lives with objective advice and personalized service.

Founded in

United States