Services

Creative Financial Group is one of the largest, experienced and recognized fee-based financial planning and investment advisory firms in Atlanta, serving clients throughout the Southeast and across the country. We strive to work as a team with each client, whether they are corporate executives, professionals, individuals, families, retired persons, small business owners, etc. to understand their unique circumstances and personal financial goals and objectives. Some our services include (click on the links below):

• Financial Planning
• Wealth and Asset Management
• Tax Preparation Services
• Corporate Executive Advisory Services
• Business Advisory Services
• High Net Worth Individual Services
• Corporate HR Advisory Services

Recognizing that your time is a valuable commodity, CFG employs a value added approach that is:

• Close, Personal and Flexible
• Consistent
• Confidential
• Objective
• Professional