CREATIVE FINANCIAL SERVICES, INC.
1216 West Colorado Ave
Suite 200
Colorado Springs, CO 80904
*Premium Listing*
Toll Free Number: (888) 471-4774
Phone Number: (719) 471-4774
Fax Number: (719) 471-4992
Web Address: www.create-wealth.com
Investment Advisory Service, serving Colorado and Ohio
Our Investment Philosophy: Our mission is to assist our clients in reaching their financial goals. We accomplish this by: Client interview, creation of a financial plan, creation and implementation of an investment strategy and daily monitoring of the portfolio. We believe that mutual integrity is absolutely vital to aiding our clients in reaching their goals. Our clients can expect from Creative Financial Services, Inc. honest disclosure of our investment strategies, our management fee structure and our value added service. We exist to earn your trust and grow your wealth.
Keywords: Investment Management, CFP, Comprehensive Financial Planning, Financial Services
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Interview Q&A
How long have you been in business?
I started aiding clients with their financial goals in 1982.
What is your primary product or service?
We provide comprehensive financial planning and create and manage the portfolios of our clients.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I received a degree from the University of Oklahoma in Psychology. I have always been drawn to helping people meet their needs. Working in the financial services arena, I do the same thing: discovering needs and finding ways to fulfill them.
How do you differentiate yourself from other businesses in your category and area?
We are a relationship based investment practice. We stress service and education. We know our clients and they know us. Also, we see ourselves as stewards of the monies our clients possess. Our goal is to be faithful to this calling.
How many locations do you have and do you have plans to expand?
We are located at 536 E. Uintah St., Colorado Springs, CO. We have two major areas of service, Ohio and Colorado. However, we work with clients all over the U.S.
Provide detailed directions to your location
Going east on Uintah from I25, We are on the left side of the street past Corona.. We are located in a historic home.
What type of payments do you accept?
We provide comprehensive financial planning based on our hourly rate of $95/hour. For management of investments we assess a fee based on a % of assets managed.
Which areas do you service?
I am a Certified Financial Planner and therefore can give insight in areas of investing, insurance, estate and taxation. My chief area of service is
investment management.
Who owns your company or runs daily operations?
Paulette J. Hubbard and Jill E Isbell
What are your hours of operation?
Monday-Friday 8-4 and by appointment
What is the best compliment anyone can give you?
We trust you. Thank you!
What is your favorite quote or Bible verse?
Find a need and fill it.
Earning your trust, growing your wealth.
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