Creative Financial Designs, Inc. strives not only to provide those services that are appropriate and necessary, but also unique, custom, and exceptional products and services. We know that every client has circumstances that create different needs. That is why we provide custom planning and investment management services for those needs.
Based on your current financial situation, the financial planning department can build you a custom comprehensive or modular financial plan depending on your needs. Your plan will provide you a roadmap that can include all of the following (for a comprehensive plan): cash flow, tax analysis, investment plan, accumulation and education funding, retirement analysis and planning, and estate planning. If you are a business owner, you will be thrilled to know that the team can also build a business plan to help you compare and guide your business needs.
If you answered Yes to any of these questions or have additional financial concerns, a financial plan may be right for you. The planning process is a detailed and comprehensive process that helps guide you to your financial future. Read below to see how our planning process works.
This entire process takes about three weeks to complete, and any updates to your financial plan are free for up to one year after the plan was created.
We are committed to being a firm of integrity regardless of circumstances.
We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.
Our commitment is to help our advisers serve their clients in the manner we would like to be served if we were in their circumstances
While others who profess Christ might actually be charlatans, our goal is to have Christian Representatives who walk the Walk, serve well, and are good stewards with their time, talent, and treasure. Our intent is to lovingly and with sensitivity evangelize to our non-Christian advisers while not turning them off to Christianity.
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Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.