Creative Edge Planning





	Over the past 25 years Creative Edge Planning has assisted our clients regarding the disposition of their estates and businesses. This is accomplished by fusing the client's subjective information with his/her objective data into a cohesive plan. Subjective information takes into account a client's thoughts, feelings and desires while the objective data includes financial information and current documentation. The end result is a strategy for the business and a plan for the estate that meets the client's objectives, enhancing the client's confidence and and help assure family harmony. Too often, estate and business succession planning is done with an eye toward the tax and financial aspects only, ignoring the very important impact of family dynamics. Typically, this leads to plans that implode since the desires, fantasies and/or negative feelings of family members will serve to undermine not only the tax and financial objectives but also may destroy the family harmony. Our approach to estate and business succession planning includes the most comprehensive tax and financial strategies to assure that the objectives of the client are met. In addition, we bring a holistic approach to the planning with regard to the family issues that inevitably must be considered before a plan can be fully implemented. Together, these two facets of the planning result in a viable strategy that fulfills the client’s goals while enhancing his/her peace of mind. As you are aware, many things will change with time - family dynamics, tax laws, financial strategies, etc. Our approach is to build flexibility into the strategies which allows the client to adapt to the variety of changes they encounter. As a result, we are continually updating our client’s plans that results in relationships that not only last many years but also continues into the next generation.

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor Creative Edge Planning is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.