FINANCIAL & RETIREMENT

PLANNING

GOALS-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.  We will help to establish financial priorities and targeted levels of liquidity and growth with corresponding investment solutions.  Your customized plan may include some or all of the following:

 

Your customized plan may include some or all of the following:

  • Consumer debt elimination strategy

  • Building and maintaining an emergency fund of liquidity

  • Establishing the correct amount of retirement plan contributions with investment portfolios that match your long-term goals.

  • Investment management of excess savings using tax-managed portfolio models

  • College funding

  • Building wealth, including business-related financial advice

  • Risk management

  • Sustainable retirement income with matching investment strategy

  • Social Security claiming strategies

  • Pension survivorship option analysis

  • Attorney referral for necessary legal documents such as Will, POA, and Advanced Medical Directives.

© 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 TM is a registered trademark and proprietary investment portfolio model.