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Wealth Management Solutions

A Personal Approach

Trust & Transparency

Trust & Transparency

Trust & Transparency

Trust & Transparency

Trust & Transparency

Financial Planning

Wealth Management Solutions

Better Healthcare Solutions in conjunction with Creative Financial Network, offers a holistic financial planning approach with focus on investment management, risk management and retirement planning, while taking into consideration estate and income tax planning.     


Business owners, executives and affluent clients often have more complex planning needs. With a diverse team of highly qualified professionals, Creative Financial Network has the experience to deliver strategies that address your specific needs in estate planning and business succession planning.


We work with you to develop customized financial strategies that help you attain what you want out of life; for yourself, your family, your business and your future.  At Creative Financial Network you will find that we are committed to each client's individual financial goals. Unlike companies that offer “standardized” strategies to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies that can help you achieve your goals.


We follow a highly disciplined process of information gathering and data analysis. We use a team approach, leveraging many respected professionals in the local area. Our combined expertise along with the assistance of local professionals insures a “no stone unturned” top down comprehensive analysis of our clients situations allowing us to identify specific threats and opportunities that may otherwise go unnoticed or unaddressed. While each client has his/her own reasons to start a relationship with us, our sole focus is to surpass all expectations.

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Services

INSURANCE SOLUTIONS

INSURANCE SOLUTIONS

INSURANCE SOLUTIONS

At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to help protect your loved ones financially after you die and your income stops. The answer to whether you need life insurance depends on your personal and financial circumstances.  

INVESTING

INSURANCE SOLUTIONS

INSURANCE SOLUTIONS

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step--getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich.  

RETIREMENT PLANNING

RETIREMENT PLANNING

RETIREMENT PLANNING

You may have a very idealistic vision of retirement--doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement years. 

LONG TERM CARE

RETIREMENT PLANNING

RETIREMENT PLANNING

It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you probably wonder how you're ever going to be able to afford long-term care. One solution that is gaining in popularity is long-term care insurance (LTCI).

SIX AREAS OF FINANCIAL PLANNING

Financial Position

Protection Planning

Protection Planning

Financial Planning Financial Position Areas

  • Cash reserve levels
  • Cash reserve strategies
  • Debt management 
  • Cash flow management
  • Net worth
  • Discretionary income
  • Expected large inflow/outflow
  • Line of credit

Protection Planning

Protection Planning

Protection Planning

Financial Planning Areas - Protection Planing

  • Disability options
  • Long-term care: timing/pre/coverage
  • Umbrella Liability 
  • Life Insurance
  • Medical and Health
  • Propert & Casualty
  • Deductive vs Cash Reserve
  • Policy Status
  • Policy Loans
  • Beneficiary designations
  • Special needs situation
  • Alternate/ add'l coverage strategies

Investment Planning

Protection Planning

Investment Planning

Financial Planning Areas - Investment Planning

  • Assets allocation
  • Education Planning
  • Lump-sum accumulation 
  • Option/ restricted stocks/ non- qualified deferred compensation 
  • Ongoing investments fees
  • Risk tolerance
  • Tax implications
  • Cost basis
  • Time frames
  • Diversification strategies
  • Dollar-cost averaging
  • Market timing issues

Tax Planning

Retirement Planning

Investment Planning

Financial Planning Areas - Tax Planning

  • Tax deduction
  • Tax deferral
  • Tax avoidance
  • Future taxes due
  • Withholding 
  • Tax diversification
  • Qualified investments 
  • Non-qualified investments
  • Effects of liquidation
  • Filing status
  • Business ownership
  • Non-traditional ownership 

Retirement Planning

Retirement Planning

Retirement Planning

Financial Planning Areas - Retirement Planning

  • Minimum Distribution
  • Pre 59 1/2 strategies
  • 401ks
  • IRAs
  • Medicare/ Medigap
  • Social Security
  • Roth conversion 
  • Income streams transitions
  • Risk tolerance transition
  • Timing issues

Estate Planning

Retirement Planning

Retirement Planning

Financial Planning Areas - Estate Planning

  • Estate balancing
  • Capital transfer
  • Asset ownership
  • Trust
  • Wills
  • Trust funding
  • IRD
  • Succession planning 
  • Special needs dependents 
  • Minor children
  • Generation skipping
  • Short-term life expectancies
  • Estate liquidity

Contact us to schedule a complimentary Goals Strategy Review

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12555 Orange Drive, Suite 104, Davie, FL 33330, US

(954) 638-5102

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