Do you have a clear, understandable PLAN to achieve your financial goals? Recognizing challenges like this faced today by retirees and those on the threshold of retirement, we founded Creutzer Financial Services, LLC. The firm has been helping people here in Bel Air, Maryland for over a decade. Creating a PLAN that includes long term savings concepts, tax reduction, and preservation of wealth through sound strategies have been core beliefs since we opened our doors. To date our efforts protect hundreds of families from over taxation and loss of wealth. Our focus is to help you make smart decisions with your money. Many clients realize that the smartest decisions they make in life are the ones that are directly in line with achieving what is truly important to them – their GOALS. At our firm we help our clients try to avoid unnecessary risk with their retirement assets. We want to help you to protect your hard-earned retirement assets in today’s volatile market conditions and help you enjoy the fruits of your working years. We will look ahead to help protect you from the unexpected – the emergencies that all our families face. Our goal is for you to not worry about your money, so you can enjoy your retirement years and start doing what is important to you. One of the reasons Creutzer Financial Services, LLC has helped so many clients form a solid PLAN is our “team” approach. Each client has access to and input from not only their TRUSTED REPRESENTATIVE, but also:
We strive for the “Ultimate Client Experience” with our demand for concierge level client service. We have included Financial Planning, Tax Planning, Tax Preparation, and Legal Services all in one place, all under one roof. Our clients know that they can consult with their financial advisor in one suite, have their taxes done in another suite, and discuss a Will or Trust with a house attorney in another suite. It is our belief that these services need to be working closely together to help our clients achieve their goals. We will take the time to help you discover your individual goals and needs, and then help you develop a PLAN to achieve them.
*Legal services, Tax Preparation/CPA services, Mortgage services, and Specialized Insurance services are all offered through independent licensed professionals. We’re looking forward to using our expertise to help you pursue your financial goals. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained on this website, in any articles herein or links to other articles, or posted on any blog or social media site, should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. Any concepts presented herein or links to other articles are hypothetical in nature and intended for educational purposes only. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, insurance products, or investment strategies discussed herein. Frederick G Creutzer IV, A Registered Representative Offering Securities Through Brokers International Financial Services, LLC. Member FINRA / SIPC Creutzer Financial Services, Inc is not affiliated with Brokers Financial Services, Inc.
