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Creative Risk Management, LLc

Company Profile

Industry:Financial Services

Site:CreativeRiskMgt.Com

Description:I work with business owners and high net worth individuals by providing them simple answers to complex financial questions. I help people grow, protect, distribute, and transfer wealth in the most tax efficient manner. The services I provide include organizing and coordinating:
Goal based financial planning
Tax sensitive retirement planning
Portfolio analysis and recommendations
Long term care insurance
Life insurance analysis and recommendations
Annuity review and ...

Specialties:Holistic Financial Planning, Estate Planning Strategies, Insurance Consulting, Employee Benefits, Wealth Management

Founded:1991

Company size:1-10 employees


Who has worked at Creative Risk Management, LLc

Position at Creative Risk Management, LLc Previous job position
Michael Strouch, Jd, Cfpã‚®
Owner
This is my Business

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