b. – the reason for which something is done or created - or for which something exists.
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We work with our clients to design and implement a variety of investment strategies. We offer access to investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds and access to quality third-party wealth management programs.
The amount you will need in retirement depends on several things- the age you plan to retire, your desired retirement lifestyle, how long you expect to live, and other needs or goals. Let us help organize all these factors while helping ensure you maximize your retirement income.
A well-engineered estate conservation strategy can minimize tax2 liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate. From there, we will suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.
There are numerous financial strategies that can help you protect your financial future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
Executive benefit packages can help you attract, motivate and retain high-caliber employees, while keeping your company healthy and stable. Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.
A fee-based, in depth financial planning process that explores all aspects of a client’s financial objectives and where they stand in regard to their objectives. It entails a comprehensive analysis that produces a detailed set of goal-based recommendations that will give the client a clear path to achieving those desired goals.
Every financial situation is unique, which is why it is vitally important to find out as much as possible about you and your objectives. The more we know, the more precise the recommendations and ultimately, the better the results.
We will work with you to identify and prioritize your objectives. We will take the time to understand your hopes and dreams and get to know the people in your life that matter most to you.
Using our consultative process, we will develop a detailed strategy to help you achieve your goals. Based on our conversations and analysis, we can illustrate the steps that it will take to help you achieve your financial goals.
Once we have a full understanding of your situation, goals and objectives, we will utilize our research and planning resources to present action items that will help you achieve your goals.
Once we agree on a plan1, we will implement your strategy and work closely with you and your other advisors to ensure its success.
Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy change. We will work with you over the years to help keep your program on track with your changing needs.
Creative Wealth Solutions actively supports the Epilepsy Foundation of New England (EFNE). Jason is on the board of EFNE as he chairs the Development committee, and is a member of the Finance and Investment committees. Jason and his family got involved with EFNE after his son, Parker, was diagnosed with Epilepsy in 2016. Since then, Jason and our CWS family continue to provide fundraising support to this great organization.
