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Since 1988

Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives, business owners, high-net-worth individuals and families.

Our Approach

For every engagement we go beyond traditional quantitative analysis. We seek to add value to each client relationship by making it personal and flexible. We seek to recognize the individual needs of each client and work consultatively with the client’s other advisors, such as their CPA, estate planning attorney, insurance agent or personal banker to provide a holistic solution for the client and his or her family.

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Our Team