Be Intentional for All Your Investment Needs
Our Brokerage Strategy Guide is to help guide clients into the portfolio management strategy that best suits their respective brokerage investment accounts.
Please understand that this guide is not the end-all for your investment making decision, however, it facilitates a conversation, presents additional resources for each strategy, and helps guide you in the options based on your answers to the questions.
To begin, answer the following questions with your individual investment account in mind. You should likely run this separately for each investment account.
We operate in the best interst of the client, always putting you and your investment objectives first.
Creative Financial Designs is an Investment Adviser registered with the United States Securities and Exchange Commission.
We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.
Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers.
Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.