GOALS-BASED PLANNING DESIGNED JUST FOR YOU

FINANCIAL-RETIREMENT- LEGACY

GOAL-BASED FINANCIAL PLANNING

 

Balancing family expenses, mortgage, debt, emergency fund, retirement savings, college planning, sustainable retirement income strategies, and social security claiming strategies can be quite complex.  CFG will help you navigate through this very complex financial life.

PORTFOLIO 
MANAGEMENT

 

CFG Retire Shield®

is our proprietary model portfolio series consisting of either an aggressive, moderate, or conservative asset allocation. All 3 models will move to a defensive allocation when specific, pre-determined volatility triggers are met.

 

EMPLOYER 401k

CFG has designed growth-oriented portfolio options for employee-participants across multiple risk tolerances.  Additional investment ETFs are also made available for participants who wish to have more control over their own portfolios.  

 

ABOUT US

At Creekside Financial Group Inc., we understand that you have many choices when it comes to partnering with a financial advisor.  As a locally-owned firm, we want you to know that we are committed to serving and contributing directly to our common, local community.   

 

We also understand that trustworthiness, competency, and excellent client service are not only expected, but demanded of your financial advisory firm.  

 

Our heritage was born in the insurance industry with a focus on safety and preservation.  We are committed to assisting clients in the pursuit of their financial goals.  We focus on the alignment of investment objectives and client risk tolerance, including the use of non-securities products.

 

Creekside Financial Group Inc is committed to offering fee transparency for investment advisory services which are based on assets under management.

CONTACT US

Winchester Office:

167 Creekside Lane

Winchester, VA  22602

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Richmond Office:

1809 Raintree Drive

Henrico, VA  23238

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info@creeksidefinancial.net

(540) 722-2529

(800) 467-5425

 

© 2019 Creekside Financial Group Inc., 167 Creekside Lane, Winchester, VA  22602

 

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Creekside Financial Group Inc. are independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Creekside Financial Group Inc. does not offer legal or tax advice. CFG Retire Shield ® is a registered trademark and proprietary investment portfolio model.