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In-depth analysis of your investment vehicles at Creative Wealth Management

Get an in-depth analysis

The team of financial advisors at Creative Wealth Management will provide a comprehensive and holistic evaluation of all of your investment vehicles.

At Creative Wealth Management, we consider every aspect of your financial health – even if we are only advising on one or two specific facets of your finances. We do this deep dive into your investments so that we can best advise you on any decisions which you entrust to us.

Our discovery and goal-setting process allow us to gain a full understanding of your finances and provides time for you to consider both long-term and short-term financial goals. After this information is gathered and objectives have been established, we will work with you to create the strategy that fits your needs best.

Stock Analysis

Our financial advisors will provide a thorough analysis of your investment vehicles and financial products

Part of the Creative Wealth Management portfolio analysis process includes a stock analysis. In this detailed look into your stock holdings, we will examine your common stock and preferred stock as well as any mutual funds, 401k’s, ETFs, index funds, and any other financial assets you may possess.

Our stock analysis considers several aspects of your finances. These include your current and future financial goals as well as your existing financial holdings and investments. Additionally, we gain an entire financial picture.

Once this in-depth evaluation is complete, our team will provide a comprehensive plan which will cover investment vehicles that mitigate risk, preservation of existing economic well-being, and future growth.

We at Creative Wealth Management are proud to fulfill our fiduciary duty to you. While no financial management or investment firm can guarantee growth, we can promise that every strategy we create is built with your best interests in mind.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

Income Planning

Reach your income goals through careful preparation and knowledgeable investment

You work hard every day to create a better life for yourself and your family. You may likely want to continue to enjoy a particular level of comfort throughout your lifetime, even after you retire. We understand this desire and our team is here to work with you to achieve your financial goals through careful planning and intelligent investment.

Our team will examine your existing income and investments, discuss your current and future income goals, and work with you to establish an income plan. Additionally, we are passionate about educating our clients, no matter how much financial knowledge they have had previously. We will impart our insight so that you feel empowered as you make sound budgetary and investment decisions.

Variable, Indexed, and Fixed Annuities

Annuities are a valuable alternative to a traditional investment vehicle

We work with you to find the best annuity at Creative Wealth

An annuity is designed to provide income to the purchaser after he or she retires. This insurance-based contract may provide an option for a tax-deferred future income.

There are three different options for annuities: variable, indexed, and fixed. Each has its own benefits and drawbacks. Additionally, we want to ensure that you note that no investment vehicle provides a guarantee for future income. In the case of annuities, any guarantees made are backed by the insurance company from which the vehicle is purchased, and could provide future income.

A variable annuity is an insurance contract that allows for the accumulation of capital on a tax-deferred basis. This type of annuity allows the individual to invest in professionally managed subaccounts consisting of stocks, bonds, and money market funds. Because of this investment, a variable annuity provides no guarantee for a return, just a guarantee that the original principal will be paid back. However, investors who purchase a variable annuity may gain a higher income from the matured annuity than that provided by a fixed annuity.

A fixed annuity is an insurance contract that allows one to accumulate capital, tax-deferred. The life insurance company providing the annuity will credit the annuity account with a guaranteed fixed interest rate, while also guaranteeing the principal invested. This type of annuity may grow more slowly than a variable annuity, but the insurance company from which it is purchased will often provide a competitive fixed yield for the purchaser.

We work with you to find the best annuity at Creative Wealth

Indexed annuities are a particular class of annuity which invests the principal and provides a return based on an equity-based index. The terms and conditions of this specific type of annuity and the associated payouts will all depend on the contract one purchases.

Specialized products like annuities may be a great investment, or it may not be right for you. We hope you will connect with our team and share your financial goals to find out if purchasing this product would benefit your objectives.

Investors should consider the investment objectives, risks, charges and expenses of an investment company, and variable annuities and their underlying funds. This and other important information about investment companies and variable annuities are contained in the prospectus, which can be obtained from your financial advisor and should be read carefully before investing.

Creative Wealth Management maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Privacy Notice. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Creative Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

State affiliations: We currently do business in AZ, CA, CO, GA, IA, ID, IL,IN, MO, MT, NC, NJ, NV, OR, TX, UT, VA, WA.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.