Richard Rabys Update on Robo Advisors 2022

Rob Law of Creative Financial Group on Qualified Opportunity Funds

Rob Law, Financial Planner for Creative Financial Group, discusses Qualified Opportunity Funds and their place in the tax law changes.

Crystal Stevens on Recent Tax Law Changes
Financial Planner Crystal Stevens talks about the recent tax law changes and why it is so important to talk with a financial advisor about these changes.

Richard Raby on Glide Path and Target Date Funds used in 401k and 529 Plans

Robert Law on How to Deal With Student Debt

Buzz Law on the Most Efficient Way to Make Charitable Deductions

CEO Buzz Law on Bunching Your Charitable Contributions

Richard Raby on Financial Services in the Technology Industry

Richard Raby on Whether Robo Advisers Will Replace Human Advisers 

Richard Raby’s Update on Robo Advisors

Richard Raby on Smart Beta Indexing Methodology

Richard Raby on What He Does for Fun

Robert Law on Qualified Plans and the Two Categories They Fall Under

Robert Law on Financial Advisers and Fiduciary Standard

Robert Law Personal Introduction

Crystal Stevens on Helping Family Members with Financial Matters After a Loss of a Loved One

Crystal Stevens on Preventing Identity Theft 

Crystal Stevens on Group Benefits in Financial Planning
Crystal Stevens discusses the importance on being on top of the changing world of benefits for employees. She also discusses how the leverage existing relationships to help benefit clients best.

Crystal Stevens on Building Relationships

Buzz Law on the History of Creative Financial Group

Buzz Law on Taking the Load off of Human Resources

Copyright © 2011 Creative Financial Group
All rights reserved.

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