Our Services

Investing is a great way to earn money, but it is difficult and can be dangerous to navigate the investment market alone. At Creative Funding Corporation, we have the knowledge, experience and skill to help you manage your investments and make decisions that will be best for your unique needs. We seek to help our clients reach their goals by engaging them in investment decisions that will yield gain with a minimum amount of risk.

Investments we help our clients manage include:

• Mutual Funds
• Stocks & Bonds
• Certificates of Deposit (CDs)
• Different Types of Securities
• Fixed Annuities & Life Insurance

Personal needs, life goals and financial situations are never the same for two different people. So your financial and budgeting plans shouldn’t be cookie-cutter, either. Our team offers individually designed solutions and strategies for clients to help them achieve their goals and dreams and to be able to enjoy their retirement in the future.

In addition, we are aligned with trusted independent associates who complement our business strengths for our clients’ related financial needs, such as trust design, tax accounting, and legal consulting.

We provide independent, ongoing advice for clients, and are available to answer their questions and address their concerns. We listen to their input and take careful consideration of their unique situation and goals.

If you are a new client, we provide free initial client consultations in which we discuss with you how we can help you reach your life dreams through our financial planning and investment-management services.