Founded in 1985, Creative Financial Strategies, Inc. is a financial planning and wealth management firm that operates on a team-based, holistic approach. The firm provides a wide range of services including investment management, retirement planning, business succession planning, estate planning, and insurance strategies. They are an office of Lincoln Financial Advisors Corp., which serves as their broker-dealer and registered investment advisor, providing them with the resources of a large company while they maintain their independent operational model focused on personalized client strategies.

Founded in

United States