CREATIVE RETIREMENT PLANNING, INC.

Overview

Creative Retirement Planning, Inc. is a small, independent registered investment adviser owned by an individual and focused on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance distribution—acting as an insurance broker and seller of other financial products. Its advisory services include comprehensive financial planning, portfolio management on a non‑discretionary basis, and educational seminars and workshops aimed at retirement-focused clients. Investment activity is centered on publicly traded equities, with a clear preference for exchange‑traded instruments. The firm operates primarily on a fee model that mixes percentage‑of‑assets, hourly billing and fixed fees. Given the insurance brokerage role and the firm’s product set, annuities are integrated into client solutions as part of retirement and income planning.

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Public Holdings

Investments & Alternatives

Location & Offices