About Company

Creating & Managing Wealth (Creating and Managing Wealth, LLC) provides compassionate, integrative financial planning and wealth management services with a particular focus on retirement planning for teachers and other non-profit employees; the company offers personalized retirement and investment planning, 403(b)/IRA guidance, college planning, insurance analysis, and tax-advantaged investing through branches in Irving, TX and Tulsa, OK, and delivers advisory services via Lincoln Investment or Capital Analysts while emphasizing a mission of integrity, responsiveness, and client-centered, compassionate financial planning.

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