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PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to us now. (Tomorrow Begins Today)

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

YOUR FINANCIAL SECURITY IS OUR BUSINESS

We strive to serve our clients during the financial planning process through deep and
meaningful relationships that last for generations.

WE HELP PEOPLE RETIRE

WITH DIGNITY!

A Few Words About Us

We here at Creative Senior Solutions specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

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Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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Workshop Schedule

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Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

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Weekly Newsletter

IRA Blog

Market Review and Outlook

Four Reasons to Own an Annuity

Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make: to take an after-tax lump sum...

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Fixed Indexed Annuities FAQ

Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an insurance company that says...

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How Much Can a Stretch IRA Be Worth?

One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be "stretched" to provide pre-tax compound investment returns for the rest of the beneficiary's life -- or even longer.  And these can be...

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March Market Review and Outlook

During the first quarter, investors wavered from euphoria to despair, as record market gains in January were followed by the first “corrections” (drops of 10% from record highs) in February in more than 2 years. The Dow and S&P 500 closed out the month of March and...

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February Market Review and Outlook

What a difference a month makes! 2018 began with strong gains, only to see much of those gains evaporate as volatility returned to the markets amid concerns of continued interest rate hikes by the Fed. The conundrum is that interest rates are rising because of...

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January Market Review and Outlook

2018 is off to a good start, as during the month of January the major indices were setting records on a daily basis. Worldwide markets are off to their best start in over 30 years. A well-known market adage says that so goes January, so goes the year. And historical...

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