Creative Financial Group is an independent financial advisory and retirement planning firm based in Indianapolis, Indiana, USA. Established in 2003, the firm is dedicated to helping individuals—especially those aged 50 and older with substantial savings—confidently navigate retirement and long-term financial planning. Its focus is on creating personalized, strategic financial plans that integrate retirement income planning, investment management, tax strategies, risk mitigation, and wealth preservation to support clients throughout their retirement years.

Unlike advisors tied to banks or insurance companies, Creative Financial Group operates independently, which allows its advisers to make unbiased recommendations based solely on clients’ needs and goals. Their services include retirement planning, comprehensive financial planning, investment strategy development, wealth management, Social Security planning, and tax-focused retirement strategies. The firm aims to establish long-term relationships with clients by delivering compassionate, results-oriented guidance designed to help individuals secure a comfortable and confident financial future.

Creative Financial Group also emphasizes clear communication, ongoing support, and customized solutions that adapt as clients’ lives and financial situations evolve. The firm is accredited A+ by the Better Business Bureau and prides itself on serving clients both locally in Indiana and nationwide through virtual consultations.
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