We Do What's Best For You
As fiduciaries, CreativeOne Wealth advisors are not bound to specific products and solutions. We are independent advisors with a suite of offerings to meet the unique needs of our clients. We are on your side, doing what’s best for you.
Do you spend more time planning a vacation for your family than you do for your retirement?
Let’s be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, often, when it comes to planning a retirement, it’s built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn’t have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that’s got you up at night in anticipation for it. With Senior Advisory Group we can help you plan a financial future that will make you and your family excited for your upcoming years.
Our Services
Legacy Planning
Legacy Planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At %%COMPANY NAME %%, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.
New Generation Retirement
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Medicare
While there is no shortage of things to plan for in retirement, it's crucial to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be informed so you head into retirement with a strategy on how you will rely on your benefits.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.