SERVICES & PRICING
Financial Options for every Stage In Life
We are an independent financial services company that focuses on providing customized planning strategies that are designed to work towards meeting each client’s specific goals. Our advisors specialize in assisting retirees, individuals approaching retirement, and business owners who are working towards a sound financial future.
When you choose CWM, you benefit by obtaining comprehensive advice from a team of experienced financial services professionals with many years in the industry in addressing your particular financial needs. The services we offer are designed to help you best meet those needs.
WE COVER IT ALL
We help take the burden off by providing a wide range of financial services.
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Investments
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Estate Planning*
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Insurance
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Tax Planning*
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Education & Monitoring
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Retirement Planning
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Education Planning
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Goal Setting & Planning
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Cash Management
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Assets & Debts
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Employee Benefits
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Real Estate**
LEARN ABOUT OUR SERVICE PLANS
Fundamental Financial Planning
$50/mo.
+ 1% OF ASSETS WE MANAGE UNDER CWM ADVISORY
- Access to a trained financial advisor who can answer any financial question you have, big or small, tailored to your life, circumstances, and individual goals.
- A focused partner helping you plan for retirement, starting a family, a new car, a new home, or whatever else life throws your way.
- Continuous review and oversight of your outside investments to provide financial reassurance.
Comprehensive Financial Planning
$125/mo.
+ 1% OF ASSETS WE MANAGE UNDER CWM ADVISORY
- Meet on your terms through email, phone, or video chat, whenever you need advice on paying down a loan, budgeting, or general finances.
- Asset management and monitoring, reviewing your allocations and rebalancing to make sure they comply with your financial strategies and current goals.
- Education planning, retirement planning, and estate planning so we can help you prepare for the road ahead, no matter where you are in life.
Integrated Wealth Counseling
$275/mo.
+ 1% OF ASSETS WE MANAGE UNDER CWM ADVISORY
- Along with Comprehensive Financial Planning, Integrated Wealth Counseling will partner with you for all financial decisions you may encounter.
- Seamless coordination with trusted professionals (attorney, accountants, etc.)
- Our Creative External Solutions will function as a personal CFO for you and your family.
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- Real Estate Analysis & Planning
- Lender Coordination
- Salesperson Negotiations (builder, auto, etc.)
- Third-Party Service Provider Evaluations
- Attendance at Professional Meetings with Attorney / CPA
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FEATURES
Budget / Cash Flow Analysis
Asset Monitoring
Goal Setting & Planning
Creative Wealth Tracker
Debt Management
Retirement Planning
Income Distribution Planning
Education Planning & Funding
Charitable Gifting & Philanthropic Planning
Employee Retirement Strategies
Estate Planning*
Tax Planning*
Life Insurance Analysis
Long Term Care Analysis
Creative External Solutions
GET STARTED TODAY
*Creative Wealth Management, LLC does not offer legal or tax advice. This material is not intended to replace the advice of a qualified tax advisor or attorney. Please consult legal or tax professionals for specific information regarding your individual situation.
**Creative Wealth Management, LLC does not buy or sell real estate.