What We Do

Kregg Rooze–Vice President, Creative Financial Designs

Investment Advisory Services

Creative Financial Designs is your one-stop shop Investment Management Firm. We believe that everyone should have the opportunity for professional Investment Management services. We offer a variety of distinct investment management platforms using five different asset allocation portfolios. Whether it is a brokerage account, variable annuity, and/or self-directed employer plan, Creative Financial Designs can provide personalized & custom fee-based investment management based on your investment goals, risk tolerance, time horizon, and individual needs. We take pride in working with you and your Adviser, to provide you with all of the platforms, strategies, and investment objectives that you might need to attain financial success.

Financial Planning

We also provide financial planning services and tools to assist you in reaching your financial goals. These customized plans are specifically tailored to each of your current situations, needs, and goals, that are gathered in a comprehensive interview process. This plan will provide you with a needed financial roadmap for your journey by analyzing the six financial keys in a comprehensive financial plan. These keys include: cash flow, tax analysis, investment planning, accumulation & educational funding, retirement analysis & planning, and estate planning. Our core responsibility is building a financial plan that is right for YOU!

Our Mission

Our Mission is to provide unique and valuable investment services to all clients while honoring our Kingdom Values in guiding our work and lives. We are dedicated to providing individuals, families, businesses, and organizations with quality financial products and/or services for the achievement of their goals and objectives. “For where your treasure is, there your heart will be also.” – Matthew 6:21

Our History

Creative Financial Designs was founded in 1982, and is a Registered Investment Adviser located in Kokomo, Indiana. Our Advisers demonstrate strong integrity and an unprecedented commitment to serving you, with the ultimate goal of helping you get from where you are, to where you want to be – all while showing you how we are going to get there together. With over 30 years of experience in the business, our Investment Management Team is ever-growing and always here to serve your needs.