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

Lease Payment

How much would your monthly lease payment be?

Investor Profile

Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

More Newsletters →