Norman S. Chevlin, Financial Planner, Creative Financial Group

Norman S. Chevlin, Financial Planner, Creative Financial Group Fee Based Planning, Special Needs, Retirement, Social Security, Long-Term care, Life & Disability insurance, Small Business Retirement & Health Insurance

Norman Stewart Chevlin CFP®
Helping All Families Retire Worry Free, Maximizing Social Security Strategies, Guaranteed Lifetime Income Strategies , Tax Efficient Retirement Plans, Long-Term / Medicare Planning, Portfolio Risk Analysis & Estate Planning.

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the ti...
06/03/2026

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the time. Click here
and contact me to learn more: https://bit.ly/4dMc2t5

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves...
06/01/2026

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves.

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planni...
05/27/2026

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planning with your other goals, I can help you start building.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Address

1305 Campus Parkway
Wall, NJ
07753

Opening Hours

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

Telephone

+17327513003

Website

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