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 individual clients—often retirees or those preparing for retirement, including higher‑net‑worth individuals and small business owners. The firm provides retirement income and estate planning, portfolio management, fixed annuities, life and long‑term care insurance, and mortgage services with an emphasis on reverse mortgages. Advisory services are delivered through a consultative, predominantly non‑discretionary model in which the adviser personally reviews and monitors accounts and generally seeks client approval before placing trades; allocations tend to favor income‑oriented solutions such as diversified indexed funds supplemented by guaranteed annuity products. Custodial investment accounts are held at Charles Schwab, and the firm integrates fee‑based portfolio management with separate insurance and mortgage placement activities. Noteworthy features include dual licensure as an insurance agent and mortgage broker and an explicit reverse‑mortgage practice and seminar/workshop program, which is uncommon among independent advisers. The principal’s retirement‑income credentials (CLU, ChFC, RICP and an Ed Slott Elite designation), together with a very small, highly personalized client base and a mixed commission/fee revenue model, distinguish the firm from typical peers.

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.