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Jeffery L
Series 63, Series 65
Rockford, IL
Creative Financial Designs, Inc.
Jeffery Lillie is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Creative Financial Designs since 2004 and also works with LR Financial Planners, LLC, where he provides independent insurance sales and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies, including Biblical Responsible Investing, with flexible billing options and specialized services such as variable annuity and hybrid management programs.
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