About Creative Financial Design

You are our Focus!

Our approach to financial planning revolves around you, and understanding your needs. We feel that it is our Mission to be indispensable in helping you make smart financial decisions that will help you reach your goals and improve your quality of life. We do this through uncompromising integrity, trust, and personal service.

Experience - Founded in 1982, Creative Financial Design has over 40 years of cumulative experience in managing investments and helping real people make smart financial decisions. Some of our clients have been around since 1973.

Qualifications - We believe in competence. As Certified Financial Planner certificants, we set the industry standard when it comes to knowledge of financial planning. As NAPFA - Registered Financial Advisors, we are held to the highest standards for our practice.

Ethical & Without Conflicts of Interest - As Fee-Only financial advisors, we believe we've eliminated the fears associated with commission-based products. You pay our fees. The advice we offer is truly in your best interest.