Creative Financial Group

07/17/2026

Yes, we like to talk. 😎 But our clients know the conversations are where the real planning happens.

😎

07/11/2026

Happy Workiversary Kacie 🥳🎉🎈

Kacie has been at CFG for 3 years now! If you’ve been to our office or have called in, you’ve probably talked to her! She’s one of the first faces you see when you come in… and behind the scenes she makes the whole business go round.

When asked what she loves most about working at CFG, Kacie couldn’t choose just one thing! 😊 She says her favorite parts are her teammates, how much everyone genuinely cares about one another, and the flexibility that allows for a healthy work-life balance.

Thank you for everything you do, Kacie. We appreciate all of your hard work and are so grateful to have you on the team. Cheers to many more years at CFG! 💚

07/10/2026

Working hard or hardly working? 😅😂

07/08/2026

https://www.marketwatch.com/story/you-want-a-portfolio-that-matches-your-morals-but-that-could-sink-your-retirement-plans-0b6fb5bf?mod=search_headline

Values-based investing isn't new — but the interest in it has exploded. The real question isn't whether you can invest according to your beliefs. It's whether you can do it without quietly taking on more risk than you realize.

We dig into the honest case for it and the part nobody tells you in Kurt's latest article. 🔗 link below.

More investors want their money to reflect their values. It feels righteous — but the reality is a lot messier.

07/06/2026

The best plan is a plan 👀

🔗CLICK the link in our bio to get the best one 🔗

07/03/2026

Our office will be closed Friday, July 3rd in observance of Independence Day and we will reopen Monday, July 6th ❤️🤍💙

CFG wishes you and your family a safe and happy 4th of July. We’re so grateful for our country and the freedom to do work that matters.

07/01/2026

If you didn’t know, July 1st is National Ice Cream Flavor Day 🍦

It’s safe to say CFG took the time to celebrate the right way. Lots of flavors, lots of laughs, and one little very special guest.

Best team meeting of the year? Probably!

06/29/2026

So devious 💚 even after the reel they still didn’t want to let go 😅😂😂

❤️

06/26/2026

April left for a whole week 😔 without us!

06/22/2026

Discover how Trump Accounts may help grandparents grow tax-free savings for grandkids and create a lasting financial legacy for future generations.