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Our process is simple, effective and efficient.
First, we hold an initial meeting with you to describe our services and make an assessment as to whether financial planning services would be appropriate. In the case of a company engagement, we develop a formal proposal with fee schedule. We encourage you to ask questions.
Next we evaluate your tax and financial situation. We develop complete financial planning recommendations as part of the financial plan.
We then request a personal meeting to deliver and discuss the financial plan, review the action items and assist with implementation of the planning recommendations. Follow-up meetings help monitor and review the progress of executing the recommendations.
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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