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

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      Financial Services

      Financial Services

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

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

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      Insurance Services

      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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    • 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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      Educational Videos

      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

      Last week, the IALC launched its interactive game Master of Retirement. Shocking new data points, found from IALC surveys, power the game’s questions and demonstrate the need to offer approachable and light-hearted ways of boosting Americans’ confidence when it comes to saving for retirement.[...]

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      Working in Retirement: Fantasy or Reality?

      To work or not to work? That is the retirement planning question. Let's take a closer look at this modern-day riff on the famous line in Shakespeare's "Hamlet," where Prince Hamlet laments about life's unfairness but reflects that the alternative (not being alive) could be worse. Lately, many [...]

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      Retirement planning: 4 safe ways to boost income When your bucket list doesn't match your budget, these investing strategies may help

      Even retirees who do everything right can find themselves coming up short when it comes to affording some of the little luxuries they had planned for their remaining years. Just take a look at Mike and Judy, a hypothetical couple very similar to many retired couples, who saved and [...]

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    • IRA BLOG

      Your 2016 H-O-L-I-D-A-Y Season Action Plan

      H – Have your financial institutions send you a copy of the beneficiary information they have on file for you. On more than a few occasions, we’ve seen financial institutions lose copies of beneficiary forms (or in some really egregious cases, destroy them). Asking for this information annually[...]

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