Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Estate Planning, Group Benefits
If you are like many of our successful clients, you are finding life increasingly more complicated. Success seems to bring with it more financial decisions and issues, and requires more of your time. It is easy to lose sight of your goals when you are plowing through piles of paper and details.
The Creative Financial Group is one of the region’s largest financial services firms. With over three decades of experience, we have a proven record of helping our clients achieve personal financial goals.
The experience and success we’ve had has led us to utilize a process that we call the Wealth Navigator System™. This system helps to guide you to a clearer vision of your financial future and chart a strategic roadmap to get there. We act as your advocate, a quarterback who works for you to help organize, simplify, and coordinate a strategy to accomplish your financial objectives and help you escape what we have come to understand as the “success complexity trap”.
note: The Wealth Navigator System is a financial planning tool.
- Family Legacy Planning
- Business & Estate Planning
- Personal Financial Planning
- Retirement Planning Strategies
- Wealth Accumulation Strategies
- Wealth Distribution / Tax Strategies
- Life Insurance, Disability Insurance, and Long Term Care Insurance Strategies
- College Education Funding Strategies
- Executive Compensation Plans
- Charitable Giving Strategies
- CI Senate
- Delaware Hospice Board of Trustees
- University of Delaware, graduate
- The American College, graduate
- Member – NAIFA
- Member – Million Dollar Round Table
- Series 6, 7, 63, 65
- 1989 – Present; Creative Financial Group, Wilmington, DE. Provide investment knowledge to clients of Creative Financial Group as part of overall financial strategies
Creative is dedicated to helping entrepreneurs and business owners accomplish their lifetime and legacy goals. Founded in 1976, Creative delivers comprehensive financial solutions to a select group of executives, business owners and other successful individuals and companies who have unique planning and wealth management needs. Creative offers the confidence that comes with the strength and stability of one of the industry’s leading firms.
Some health insurance products offered by unaffiliated insurers. Karen Poore is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. www.creativefinancialgroup.com 16 Campus Blvd Newtown Square, PA 19073
100 West Rockland Road Suite P-2
Montchanin, DE 19710