Shannon Thompson, CFP - Creative Wealth Management Group

Shannon Thompson, CFP - Creative Wealth Management Group https://www.creativewealthmgmtgroup.com

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.Even a hig...
07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

You’ve put real work into building your home, career, business, and future. A quick check-in can help make sure the basi...
07/15/2026

You’ve put real work into building your home, career, business, and future. A quick check-in can help make sure the basics are aligned to protect what matters most. Let’s set up a time to talk.

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to ...
07/09/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and I’m here for support whenever you need it.

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Legacy is built by saving intentionally, protecting wisely, and planning with purpose. I can help you prioritize steps d...
06/24/2026

Legacy is built by saving intentionally, protecting wisely, and planning with purpose. I can help you prioritize steps designed to bring you closer to your goals.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing ...
06/19/2026

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

Address

3779 Vest Mill Road, Suite A
Winston-Salem, NC
27103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13363277999

Website

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