The Creative Edge Planning website was created to provide an easy to use financial portal for the estate planner and financial planner. The site is designed to be a one-stop shop, enabling the planner to find information and perform calculations for all sorts of estate and financial planning situations in one place, rather than executing time-consuming searches and surfing the internet.

 

Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC. 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.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.

Financial Calculators are licensed through KJE Computer Solutions, LLC
Stock Charts are licensed through QuoteMedia, Inc.

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