Creative Capital Management Investments LLC
Creative Capital Management Investments LLC (CCMI) offers highly personalized and proactive financial planning and investment management services on a fee-only basis. As fiduciaries, your interests always come first as we design your financial plan and/or manage your investments. We understand that money doesn’t come with instructions, and that financial planning is a lifelong process. We help guide you towards achieving financial independence at your own pace and obtain greater financial peace of mind.
Forty years in practice has taught us that financial planning is more than number crunching and making recommendations. It’s about understanding your hopes, dreams, fears, and risks to design and help you implement your personalize financial plan.
We work best with clients and referrals who are:
• Business Owners prior to a liquidation event
• Executives leaving corporate life
• Pre-Retirees within 5 years of retirement
• Widows / Widowers
You are invited to our website for more information and to watch a brief video introduction to our firm. Click here.