Shannon Thompson, CFP - Creative Wealth Management Group

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

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4wPjZUk

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/13/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.
08/13/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

If you have a lot on your plate and your financial goals feel like just “one more thing,” you’re not alone. Message me t...
08/12/2026

If you have a lot on your plate and your financial goals feel like just “one more thing,” you’re not alone. Message me to pick one topic — retirement, college funding, income protection, or legacy planning — and start there.

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

This National Black Business Month, we honor Black-owned businesses built with vision and purpose. They can shape market...
08/01/2026

This National Black Business Month, we honor Black-owned businesses built with vision and purpose. They can shape markets, influence culture, help create opportunity, and build legacies beyond the moment.

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies ...
07/30/2026

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies that offer stability and protection without sacrificing growth. Let’s talk about retirement strategies that offer the ability to use the market for growth.

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proa...
07/23/2026

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

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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