Creative Financial Designs
Putting the Foundation in Place for Your Secure Financial Future
Creative Financial Designs, Inc. is a firm believer that you should always have a clear and defined plan for your hard earned money and investments. We develop your portfolio(s) plan after you have discussed your complete financial situation and investment goals with your adviser. We then select the investments for your portfolio based on your specific goals, risk tolerance, and time horizon. Using a diversified portfolio of investments, we strive to minimize your market risk while maximizing your investment returns. After the initial investments are selected, our team monitors your portfolio daily, maintaining the proper diversification and balance while attempting to keep your money in the best investment choices within the various asset classes.  

What are your retirement goals and how will you reach these goals? Do you have a personal investment plan? These are serious questions that often bring to light shortcomings in planning for the future. You need to determine which plan you’re going to implement and utilize to accomplish your retirement goals. If you enjoy spending hours of time researching, reading prospectuses, looking over financial ratios, determining overall market conditions and economic trends, you may not need us. If you would rather spend your spare time pursuing your passions, then our program may give you that freedom. You may rest assured that your investments are strategically allocated based on your goals and objectives and are monitored daily by our professional investment management team. www.creativefinancialdesigns.com

Your Own Personal Managed Account
 

 The Benefits of a Managed Account

Meet Your Creative Financial Designs Investment Adviser Representatives
 






Creative Financial Designs, Inc. is a     firm believer that you should always   have a clear and defined plan for your hard earned money and investments. We develop your portfolio(s) plan after you have discussed your complete financial situation and investment goals with your adviser. We then select the investments for your portfolio based on your specific goals, risk tolerance, and time horizon.

 

Like your family’s history, our history should be important to you as well. Creative Financial Designs, Inc. is a Registered Investment Adviser, as defined under the Investment Adviser Act of 1940, and governed under the rules of the Securities and Exchange Commission. Creative Financial Designs, Inc. was founded in 1982 in Kokomo, Indiana and has been servicing thousands of clients in the development of comprehensive financial plans and the management of their investment portfolios ever since.

  

Investors many times make hasty decisions based on “breaking news”, “hot tips”, or simply raw emotion. The result is that too often those individuals “buy high” and “sell low”. That make WRONG decisions, but, for the RIGHT reasons.

We do not follow fads or “the next big thing”. Our guidance and strategies are based on christian financial principles. Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values. www.creativefinancialdesigns.com

Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser,
and securities are offered through cfd Investments, Inc., a registered Broker/Dealer.
Member FINRA & SiPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

Copyright ©2007 - Creative Financial Centre® - Kokomo, IN