The best way to help yourself, is by helping out your community as a whole. This means that when it comes to our clients, we make sure to always do what's in their best interests. Being part of an independent Broker/Dealer has its perks. We are truly able to show our clients what we believe is best for them, instead of what the back office is currently pushing for us to recommend. Being independen
t, we are able to recommend a variety of different products and services including a multitude of mutual fund provers and life insurance companies. We are able to offer products like individual stocks, 401ks, IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, traditional trading accounts, actively managed accounts, and custodial accounts for minors. If all of those products sound overwhelming, don't worry. That's where we come in. We not only try to serve our clients by helping them pick which product or company is best for them, we also educate in the process. This means you're not only investing your money, you're understanding why. We feel educating our clients as to the why really helps everyone stick to the plan we have in place. There is not a fee to come and meet with us. We want to truly help people with their financial goals and charging for an initial meeting would hurt those goals. People come to use for a variety of different reasons and everyone has a slightly different goal. The goals we hear from our clients include things like retirement and retiring comfortably, giving more money to charity, paying off debt, saving for their child's education, creating a vacation fund, making sure they have enough life insurance for their loved ones, making sure they have enough life insurance for their business partners, and much much more. We will even review investment accounts you have at other firms and give suggestions. Sometimes, people just want to hire us as their advisor and keep their investments somewhere else. We are flexible and will work a variety of different ways for our clients. One of the ways we work for our clients if our variety of referral sources. Many times in the financial planning process, needs will arise for things like estate planning, tax planning, or even and increase in your home insurance. We have a deep network of trusted and local individuals that we work with that can help complete your financial plan. Our associates and licensed in multiple states including Ohio, Indiana, Tennessee, Texas, Illinois, Florida, Rhode Island, Colorado, and many more! Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments, Inc. a Registered Broker/Dealer. Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765-453-9600
May Financial Group, Inc. is not owned or controlled by the CFD Companies
