Creative Edge Planning





	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 clientâs 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 clientâs 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., 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.

Creative Edge Planning LLC, DBA Creative Edge Planning CA license #0F64187