About Company

Creative Financial Group is an Indianapolis-based independent financial services firm founded in 2003 that specializes in retirement planning for individuals—particularly those over 50—using a three-pillar approach of Comprehensive Financial Planning, Strategic Tax Planning, and Money Management; Creative Financial Group provides wealth management, retirement planning, fiduciary advisory services, investment and tax strategies, client education (including Monte Carlo analysis), and coordinated services through partner broker-dealers to help clients minimize taxes, manage risk, and maximize retirement income while emphasizing personalized, long-term, tax-smart planning.

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