CREATIVE FINANCIAL STRATEGIES, INC.

Overview

Creative Financial Strategies, Inc. is a small, independent registered investment adviser that blends financial planning and portfolio-management work with insurance brokerage. The firm sits on the capital-allocation side of the business: it constructs client programs using third‑party managers and mutual funds rather than running large in‑house equity teams. Its advisory mandate skews toward individualized planning and portfolio management for individuals and small businesses, and it also provides selection-of-other-advisers services, which indicates a willingness to outsource specialty strategies to outside managers when appropriate. Investment activity is modest in scale and largely oriented to liquid public vehicles and insurance products. The firm does not position itself as an ESG investor and is not registered as a multi‑state or pension consultant. Given the insurance-brokerage linkage and the explicit use of annuities in client programs, insurance solutions appear to be a meaningful part of client allocations alongside mutual funds and corporate debt.

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Public Holdings

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Location & Offices