Welcome to Creative Planning Solutions

Thank you for taking the time to come visit us. We are principled financial advisors whose sole purpose is to help you achieve your financial goals. We work with a team of professionals to craft a financial plan that is designed to address your unique situation and free you to concentrate on other areas of your life.

To learn more about us and what we do, just click on the various tabs above. And don’t forget to leave your contact information if you would like a complimentary session with one of our advisors to discuss your current situation.

Highlights

1/7/2013
California Budget
Current budget appears to be balanced for first time in years, mostly thanks to the voter approved tax hikes for sales and high income earners.
2/1/2013
Tax Legislation/Budgeting
Income tax rates increasing from current 35% to 39.6% for 2013 at income levels above $400k single and $450k for married couples. AMT is permanently adjusted for inflation and depreciation allowances extended for one year.
2/12/2013
Office Expansion
Our office expansion is complete and the decorating is 90% finished! Please let us know your thoughts.

Company References

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Intake Forms

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Testimonials

"Before I met Creative Planning Solutions, my business finances were a mess – I didn't know where my money was going or if I was even profitable! Their guidance and expertise have put me on a path to grow my business and reach my financial goals. Now I can concentrate on what I want and my business doesn't run me." Anonymous