Vetted Advisor's Table

Creative Financial Planning Inc

Tel: 845-634-6050
101 S Broadway
South Nyack, NY 10960
Creative Financial Planning Inc | Financial Advisor in South Nyack ,NY

If you have a dream, we have a plan.

About Creative Financial Planning Inc

Developing relationships since 1985 - Creative Financial Planning is a whole-service, independent financial planning firm located in the heart of Nyack, New York. Our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we have learned our clients' story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can help achieve the results they are looking for. Because we work with a select number of clients, we are able to focus our attention and listen to each and every one of our clients' unique needs and concerns. This allows us to create strategies and take a proactive approach that helps our clients feel confident in trusting us with their financial life. As a fee only firm, we do not charge commissions. We succeed when our clients succeed. That is why we work diligently, strategically, and passionately on every account that we manage. No matter what chapter of life a client is in - recently married, raising children, saving for a business endeavor, or planning for retirement - we create plans that help turn financial dreams into a reality.

See Disclosures

Talk to an Advisor and GET ANSWERS   

General Information

Firm Start Year:   1985
No. of Employees:   5-9
Insurance License#:   LA-644440
Name of Broker/Dealer:   Commonwealth Financial Network
Name of Custodial Firm:   National Financial Services
States Licensed in:   NY
Number of Years with Current Firm:   38
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Foreign Languages Serviced:   English and Spanish
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning


Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability

Firm Information

Firm's Number of Clients:   250
Firm's Number of Planning Clients:   240
Firm's Number of Managed Clients:   250
Assets Managed by Firm:   $170M
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   250
Advisor's Number of Planning Clients:   240
Assets Managed by Advisor:   $170M

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   Schedule
Hourly Rate:   N/A
Minimum Fee Charged for Managed Accounts:   $6,500
Minimum Fee Charged for Hourly Planning Accounts:   $375


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Commonwealth Financial Network ADV 2A

Additional Detailed Disclosures


Advisory services offered through Commonwealth Financial Network®, a Registered Investment Advisor


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:30 AM - 5:30 PM
Tue. 8:30 AM - 5:30 PM
Wed. 8:30 AM - 5:30 PM
Thu. 8:30 AM - 5:30 PM
Fri. 8:30 AM - 5:30 PM

Communities Served

Bergen County, Rockland County, Westchester County, Manhattan, Brooklyn, Nassau County, Suffolk County, Orange County, Putnam County

Social Networks

tweeter facebook linkedin