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Cash Flow Management
We prepare an analysis that can serve as a basis for developing budgets, determining retirement income needs, and identifying a client’s financial ability to meet future goals.
Income Tax Planning
The most successful tax strategies are those that reduce taxes without disrupting financial and personal goals. We help clients accomplish this through the preparation of tax projections in conjunction with a detailed analysis of the client’s current tax situation.
We work to identify investment strategies and opportunities consistent with client objectives and risk tolerance. We regularly review how risk, liquidity, and diversification can be balanced to complement strategies to help achieve financial goals.
We help clients define retirement goals and provide projections of cash flow and cash requirements under a variety of alternatives and contingencies.
We help clients determine how to maximize their benefit plans to best meet their needs. We also will review and analyze employment contracts to quantify the value of new or changing contract provisions.
Planning to minimize losses from the unexpected is an integral part of our service. We conduct a complete review of existing life and property insurance coverage to insure adequacy and economic efficiency.
Estate and Gift Planning
For many clients, preserving wealth for their beneficiaries and charitable giving is a top priority. Creative Financial Group helps clients address distribution of wealth and its subsequent management. We also consider how lifetime transfers can help fulfill family obligations.
Whether starting a family or new career, retiring, divorcing or recently widowed, we help those in transition develop plans for the next phase of their lives.
Copyright © 2011 Creative Financial Group
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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