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Our approach for every engagement is to go beyond traditional quantitative analysis. We seek to add value to each client relationship by making it personal and flexible.
We seek to recognize the individual needs of each client and work consultatively with the client’s other advisors, such as their CPA, estate planning attorney, insurance agent or personal banker to provide a holistic solution for the client and his or her family.
Most of our services are fee-based, and we take a team-oriented approach to serving clients. Our planners are highly-trained professionals — whether a CERTIFIED FINANCIAL PLANNER™ certificant, a CPA or an Enrolled Agent for tax issues. We strive to include a range of financial planning into our client relationships. We incorporate cash management, asset management, income tax planning, estate planning, insurance assessment, education funding and retirement income planning. We believe that effective financial planning goes beyond the initial plan presentation. It is important that we grow with our clients and adapt our recommendations to changes in their lives with a continued high level of service.
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Creative Financial Group (“CFG”) is a division of Synovus Securities, Inc (“SSI”), member FINRA/SIPC. Prior to January 1, 2011, CFG was a separate registered investment adviser affiliate of SSI. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck