A complete list of active advisors currently associated with Creative Retirement Planning, Inc.

Warmer can help you find a great advisor at Creative Retirement Planning, Inc. or one who fits your needs even better.

Creative Retirement Planning, Inc. serves individuals—many already retired or planning for retirement—along with small business owners and higher-net-worth clients, providing retirement income and estate planning, portfolio management, and related products. The firm also sells insurance products (including fixed annuities, life and long-term care insurance) and operates as a licensed mortgage broker with a focus on reverse mortgages. The adviser typically operates on a non-discretionary basis, consulting with clients before placing trades and using a custodial relationship to implement diversified portfolios that can include low-cost index funds and separately managed accounts. The practice integrates insurance and annuity solutions into retirement income plans and conducts periodic account reviews and client meetings to adjust allocations as circumstances change. What is distinctive about this practice compared with many independent RIAs is the combination of fee-based investment advice with ongoing insurance commissions, mortgage origination activity, and the offering of educational seminars or workshops. The firm is a solo advisory model with long-standing industry credentials and an emphasis on arranging guaranteed income through insurance and annuity products alongside traditional investment management.

To learn more about the advisors currently working at Creative Retirement Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Nute	Sequim, WA	10

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