Creative Financial Group

Discover how Trump Accounts may help grandparents grow tax-free savings for grandkids and create a lasting financial legacy for future generations.

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Another Creative Financial birthday this week, our social media manager! 🎉🎂 🥳

Kamellia has worked at CFG for almost 4 months now.

She’s responsible for the content you see on all our social media pages. Kamellia says her favorite part about working here is showcasing the amazing work culture we have! 😊💚

Please join us in wishing Kamellia a very happy birthday! 🎁🎈🎊

Today at CFG we celebrated Father’s Day with donuts for all our dads! 🍩💚

We believe family is so special and taking time to appreciate those precious in your life is very important! If we haven’t told you yet…

Happy Father’s Day from Creative Financial Group 💛⭐️

Find out how much you need to retire comfortably. Learn key retirement planning factors, savings targets, income strategies, and more.

How Much Do You Need to Retire? - Creative Financial Group Find out how much you need to retire comfortably. Learn key retirement planning factors, savings targets, income strategies, and more.

What if a child born today could start building tax-free retirement wealth before they ever take out a student loan?

Recent legislation made that possible, and most families have no idea it exists.

In his latest MarketWatch piece, our co-founder Kurt Supe, breaks down three strategies for building generational wealth!

Read it here 👇

Fund a grandchild’s retirement tax-free from birth — if you can trust an 18-year-old with the money A new birth-to-retirement account bypasses standard Roth IRA rules — but the beneficiary gets control at adulthood.

Please join us in welcoming our newest Financial Planning Assistant, Anthony Supe, to the Creative Financial Group team!

Anthony recently graduated from Franklin College with a B.A. in Business Finance and is excited to begin his career helping clients pursue their financial goals. We're especially proud to see Anthony following in the footsteps of his father, Kurt Supe, continuing a family tradition of serving others.

Congratulations, Anthony! We're excited to have you on board and look forward to all you'll accomplish.

Claiming Social Security at 62 vs. 67 vs. 70 is one of the biggest financial decisions you'll make. Here's how a retirement planner thinks through the math — and why the answer isn't what most people assume.

When Should You Claim Social Security? The Break-Even Math That Changes Everything Claiming Social Security at 62 vs. 67 vs. 70 is one of the biggest financial decisions you'll make. Here's how a retirement planner thinks through the math — and why the answer isn't what most people assume.

A little color can brighten any day!

Our team came together today to add some color to the office. We love celebrating unique strengths, perspectives, and personalities.

We're grateful for a team that values respect, kindness, and supporting one another because our differences help make us stronger together.

Today, our team celebrated National Best Friends Day by dressing up as some iconic duos and characters:

*Carly from iCarly
*Napoleon Dynamite & Deb
*Rachel & Monica from Friends
*Judy Hopps & Nick Wilde from Zootopia
*And of course, John & Kurt from Creative Financial Group. A duo that's been helping clients and working together for years!

Whether it's lifelong friends, great coworkers, or trusted relationships with our clients, we're grateful for the connections that make every day a little better.

Happy National Best Friends Day from all of us at Creative Financial Group!