Creasman Mike Certified Financial Planner

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FINANCIAL PLANNING & TAX LAW EXPERTISE MEANS SMOOTH SAILING TOWARD YOUR LIFE'S GOALS

All financial planners look at your life's goals when developing a financial plan for you, keeping in mind some of the major events or requirements, such as:

But financial planning, with special attention to tax implications, gives you confidence that your investments will not present unwelcome surprises down the road — something that can happen no matter the size of your portfolio. At Creasman Financial, with our extensive experience in tax law, we're the one who some financial planners come to when tax questions arise.

We provide full financial planning services as well as single-issue concerns. No one is turned away, because we feel strongly that everyone should feel secure when making financial decisions — and everyone can benefit from a financial check-up with sound, thoughtful and professional advice.

As a fully independent and fee-only investment advisor, Creasman Financial is free to choose from a myriad of investment options that will suit your particular situation now, as well as your future needs. We are not restricted to any company's commission-based products.

We also advise small businesses that wish to provide qualified retirement plans for their work force. We design, establish and administer retirement plans for businesses with no more than 100 participants.

Explore our site, see who we are, and get comfortable with us. Our commitment is to give you honest, fair and safe advice, because your success is our success — that's how we've been doing business in this area since 1978.