FINANCIAL SERVICES | POLICIES | INVESTMENTS
As a client of Creative Dreams Financial Services, LLC, you can expect that we will be fully devoted to working in your best interest. Our recommendations are based on proven expertise and broad experience to help you reach your financial goals.
We can help you build a more secure financial future by obtaining a high-quality insurance product tailored to your needs. Our products include life insurance investment vehicles for retirement, mutual funds and more, including group insurance/benefits plans for businesses.
INSURANCE PROTECTION
The most important part of preparing for the future is protecting it. Be prepared for the uncertainty that life brings with products that can protect the life you’ve built and support the plans you’ve made.
LEGACY PLANNING
Without a personal legacy plan, the value of your estate can be eroded by taxes, and disposition of assets may not occur as intended. You need to be aware of this risk. Our financial professionals can work with your legal and tax professionals in funding legacy strategies that can include life insurance products.
COLLEGE FUNDING
Whether preparing to send the first – or fifth – child to college, you can benefit from the help of a financial professional. We’ll guide you through the challenging maze of preparing to finance an education for your children or grandchildren.
RETIREMENT STRATEGIES
A key to any long-term financial strategy is preparing for retirement. We offer a variety of options to help you prepare for your leisure years.
LONG-TERM CARE
A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
BUSINESS SOLUTIONS
Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. We offer a variety of customized products and services to help meet these needs including group insurance and benefits plans.
OUR PROVIDERS
We have partnered with more than 200 of the industry’s top investment firms and insurance companies
to make sure we have the best product to meet your financial goals.
