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The following financial planning worksheets are available for download. Please download the specific worksheet your advisor instructed you to complete.
These worksheets are provided exclusively for the benefit of the client and the planning efforts of CFG. Nothing on the CFG website should be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. CFG does not render or offer to render personal investment advice or financial planning advice through our website. The worksheets represented do not reflect approval nor acceptance by the listed organizations, and specific advice is only applicable within the context of our contractual agreements with each client. The CFG website, and listed worksheets, is for your information only and is provided without charge. Advice may only be rendered after delivery of Form ADV Part II (or designated brochure), the execution of a financial planning agreement and/or investment management agreement by the client and the initial payment of any agreed upon investment advisory or financial planning fee or retainer by the client to CFG.
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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