Creative Financial Design a fee only financial planner blending the art of living with the science of financial planning peace of mind a registered investment advisor since 1984

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Certified Financial Planner ™

Fee Only Financial Planning

Fee Based is Not Fee Only

Our Code of Ethics


Our Mission

National Association of Personal Financial Advisors

The Financial Planning Association

Focus of Fiduciary
To protect you and your financial Livelihood

 
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When you work with a Fee-Only financial advisor, you know that you are getting objective advice that is in your best interest. This is because, as Fee-Only advisors, we are compensated by you, and not an investment or insurance company that may give perks or higher commission if we choose their product over another more qualified investment.

When you work with a Certified Financial Planner™, (CFP®), Fee Only, NAPFA Registered Financial Advisor,  you know he is focused strictly on your personal financial goals and dreams. He is acting as a trusted financial advisor and as a fiduciary concerned about doing the best job he can for you and your family. You know he will put your needs above all others, including his own.

 

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A Registered Investment Advisor Since 1984