Creative Financial Planning

Creative Financial Planning If you have a dream, we have a plan. ™ As a fee only firm, we do not charge commissions. We succeed when our clients succeed.

With a combined experience of 60 years in the financial planning and wealth management industry, our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we’ve learned our clients’ story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can hel

p achieve the results they’re looking for. Because we work with a select number of clients, we are able to focus our attention on—and listen to—each and every one of our clients' unique needs and concerns. This allows us to create strategies and take a proactive approach that helps our clients feel confident in trusting us with their financial life. That is why we work diligently, strategically, and passionately on every account that we manage. No matter what chapter of life a client is in—recently married, raising children, saving for a business endeavor, or planning for retirement—we create plans that help turn financial dreams into a reality.

Happy Thanksgiving from the CFP team!
11/23/2023

Happy Thanksgiving from the CFP team!

Creative Financial Planning would like to acknowledge and thank all of those who have served and continue to do so. We t...
11/11/2023

Creative Financial Planning would like to acknowledge and thank all of those who have served and continue to do so. We thank you for your service and sacrifice.

Creative Financial Planning was happy to support our friends and neighbor at the Nyack Center's Legacy Gala as their Ste...
11/11/2023

Creative Financial Planning was happy to support our friends and neighbor at the Nyack Center's Legacy Gala as their Step & Repeat Sponsor. We love supporting Nyack's local businesses, especially for such a noble cause. The Nyack Center raised over $87,500! We are proud to have been a part of this great event!

These are the doors to your financial freedom.
11/06/2023

These are the doors to your financial freedom.

Bridging the gap between a dream and reality!
11/03/2023

Bridging the gap between a dream and reality!

CFP is proud to support our friend and neighbor, Montefiore Nyack Foundation. Pictured our CEO Lisa Hayes and Mark Gelle...
11/01/2023

CFP is proud to support our friend and neighbor, Montefiore Nyack Foundation. Pictured our CEO Lisa Hayes and Mark Geller, President and CEO of Montefiore Nyack Hospital.

Happy Halloween from us at the CFP team!
10/31/2023

Happy Halloween from us at the CFP team!

Three experts offer ways for entrepreneurs to protect their businesses and their portfolios from inflation:
10/22/2023

Three experts offer ways for entrepreneurs to protect their businesses and their portfolios from inflation:

The experts at Bernstein Private Wealth offer their insights for small business owners feeling the crunch.

If you have a thriving business, you’ll want to ensure that a portion of your profits are allocated to retirement. Read ...
10/21/2023

If you have a thriving business, you’ll want to ensure that a portion of your profits are allocated to retirement. Read more about this holistic approach to future planning.

Many business owners are hugely successful but making big bucks doesn’t mean they’re preparing for retirement. Too many pump all their money back into the business, which can be a dire retirement mistake.

"Every day do something that will inch you closer to a better tomorrow."~Doug Firebaugh~
10/18/2023

"Every day do something that will inch you closer to a better tomorrow."
~Doug Firebaugh~

• In order for younger generations to achieve financial success, they’ll need to master money basics at home. Here are 3...
10/17/2023

• In order for younger generations to achieve financial success, they’ll need to master money basics at home. Here are 3 important steps to keep in mind during this journey:

Budgeting, investing, saving, paying bills on time … all of these skills are essential to master. To help your own kids on their path to financial success, start with these three steps.

Address

101 S Broadway
South Nyack, NY
10960

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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