Women's Team

At Creative Financial Strategies, we recognize that women and female business owner’s perspective of life events are unique.

We understand that in today’s busy environment, women often do not take the time to address those simple, yet important steps in taking an active role in developing a strategy for their financial well-being. The mission of our team of women representatives, is to help empower clients by gaining knowledge and developing strategies to reach their goals of financial independence and security.

Our team of women financial professionals have the knowledge, skills, and experience necessary to help you find the solutions for these shared questions:

Do I have a retirement plan to maintain my lifestyle, and does it still meet my needs?

Do I have a strategy that will protect me and my family in the even of injury or divorce?

Do I have parents or children who are or will be dependent on me for support?

Does my business have the resources to cover expenses in case of an emergency?

We work with a network of accounting, legal and business valuation firms to provide comprehensive financial products and services. This all-inclusive approach allows you to feel confident that the details of your financial strategy are covered so you can focus on your family, business and those facets of life that bring you happiness.

CRN202012-250078