Presentation on theme: "www.creativefinancialdesign.com Creative Financial Design Registered Investment Advisor Since 1984 Blending the Art of Living with the Science of Financial."— Presentation transcript:
Creative Financial Design Registered Investment Advisor Since 1984 Blending the Art of Living with the Science of Financial Planning Since 1973
We make building wealth easy!
How did you do in 2008? Are you happy with your financial plan? Got any thing left after 2008?
We out performed in 2008 by being protective of our clients’ assets!
We protect our clients in ways that would surprise you!
Peace of mind is often knowing you can get where you want to go!
Knowing how to get you to where you want to be is our job!
Like every journey there must be a beginning!
We make that journey easier!
Like every journey there must be an end!
If you won $100,000, what would you do?
You have just left your doctor; you have 5 years to live! What will you do? What will you regret?
You just left your doctor; you will be dead in 24 hours! What will you regret?
Not learning from one’s mistakes is foolish!
Make sure you have as few regrets as possible!
Discover what is truly important to you and your family!
If you get old and look back on this time, don’t have any regrets!
Blending the Art of Living with the Science of Financial Planning!