Question 1

What is the company's mission?

Accepted Answer

Creative Financial Strategies is an independent, fee-planning and financial management firm dedicated to providing unbiased, innovative professional advice to families, professionals, and business owners. Our mission is to guide clients towards financial security and success through objective advice, experience-led execution, and exceptional service.

Question 2

What services does the company offer?

Accepted Answer

Creative Financial Strategies offers a range of financial planning and management services, including investment planning, retirement planning, estate planning, and tax planning. We work closely with our clients to help them achieve their financial goals and objectives.

Question 3

What sets the company apart from others in the industry?

Accepted Answer

At Creative Financial Strategies, we pride ourselves on our commitment to integrity and transparency. We operate with the highest levels of professionalism and work to build long-standing relationships with our clients. We see ourselves as advocates, guiding our clients towards wise decision-making and financial freedom.

Question 4

How can clients get started with the company?

Accepted Answer

Clients can schedule a complimentary review with one of our financial professionals to discuss their financial goals and objectives. During this initial consultation, we can provide an overview of our services and work with the client to develop a customized plan to help them achieve their financial goals.

Question 5

What are the company's branch locations?

Accepted Answer

Creative Financial Strategies has branch offices in Albuquerque, New Mexico and Edmond, Oklahoma. Clients can visit either of these locations to meet with our financial professionals and discuss their financial planning needs.

Creative Financial Strategies

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About Creative Financial Strategies

Frequently Asked Questions about Creative Financial Strategies

What is the company's mission?

What services does the company offer?

What sets the company apart from others in the industry?

How can clients get started with the company?

What are the company's branch locations?

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