CFC Tremont

. . . Investing in You!

 

  At creative financial centre we are committed to helping individuals & families define and accomplish True Wealth throughout their lives by building long-term relationships founded upon Trust, Service & Wisdom.

Our mission is to guide you as you make decisions, not only for your financial future, but also, for all aspects of your life.  Our goal is to assist our clients as they discover and pursue True Wealth in their lives.

We use a four step approach to do this:

  • Identify what you value most & what principles guide you.
  • Discover a purpose that gives meaning to your life.
  • Design a vision for your future that encompasses things such as your living and working environment, how you spend your spare time, & what you want to accomplish in your personal and professional life.
  • Impliment an action plan that will move you toward your vision.

At creative financial centre we recognize that your future will be as unique as you are, requiring a specialized plan.  We look forward to meeting with you as you begin the process to discovering True Wealth!

Click here to receive our free newsletter or sign up for an appointment

 

Learn more by viewing a short video below! 

Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

More Newsletters →