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Our Firm and Our Services

Our Firm

 

Creative Financial Group, LLC is a client-focused financial services organization whose members can provide employee benefit programs, retirement plans, property and casualty programs, wealth protection strategies, financial strategies and estate planning to individuals and businesses.

 

 

Our Mission

 

Our team provides peace of mind by securing our clients' financial futures.

  

Our Services

 

Employee Benefit Programs

 

Group
  • Health and Welfare Programs
  • Group Life, Short & Long Term Disability
  • Voluntary Employee Benefits
  • Group Dental, Vision Plans
  • Health Saving Accounts (HSA)
  • Health Reimbursement Accounts (HRA)

 Services Provided by Third Party Administrators (TPAs)

  • Self Funded and Partially Self Funded Benefit Plans
  • COBRA/HIPAA Administration
  • Section 125 and Flexible Spending Accounts (FSA)
  • SafeHarbor – High Deductible Plans

 

Executive and Affluent Planning

 

  • Estate Distribution Analysis
  • Buy/Sell Agreements/Business Succession
  • Executive Financial Planning
  • Asset Allocation Management
  • Retirement Distribution Strategies
  • Life, Disability and Long-Term Care Insurance

 

Qualified and Non-Qualified Retirement Plans

 

  • Cross Tested Profit Sharing Plans
  • 401(k), Profit Sharing Plans
  • 412i Benefit Plans
  • Defined Benefit Pensions
  • Deferred Compensation/Salary Continuation
  • SERP’s
  • Golden Handcuff – Key Employee Planning

 

Estate Planning is funded through the use of life insurance and other financial products.

 

Health, Disability and Long Term Care insurance is isued by a third party carrier and is offered through AXA Network.