Welcome to Creative Risk Managment

Creative Risk Management is an independent financial consulting firm which provides our clients with a comprehensive approach to their financial planning needs. Everything we do starts with a conversation about your values, your vision and your feelings about how you want to live and the legacy you want to leave. The process moves forward with an in-depth look at your current financial situation. Only then will we design a plan to meet your stated objectives.

The process, and the conversation, continues with making sure you fully understand all your options and the strategies behind our recommendations. Only then will we begin the implementation process.

Our clients benefit from the depth of our experience and the diversity of our offerings, as well as from a team of professionals whose approach is always client centered. As a completely independent financial firm, we strive to provide clients with the most appropriate solutions and products for their needs.
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →