At Creative Financial Centre of Tremont, we are committed to helping individuals & families define and accomplish True Wealth throughout their lives by building long-term, professional friendships founded upon Trust, Service & Wisdom.Since 1995 we have been helping our clients work toward their financial goals through our personalized approach to wealth planning, accumulation, and preservation.
We believe that your future will be as unique as you are, requiring a specialized plan. Our goal is to form a partnership with you: to use our skills, expertise, and technology to help bring your dreams to reality.
Helpful Content
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.