Powerful Partnerships

As a client of Creative Risk Management, LLC, you become the beneficiary of a powerful national partnership through our association with National Financial Partners (NFP), an independent national organization of financial professionals who are committed to the highest standards of professionalism. You also benefit from our strategic partnership with Halper-Rawiszer Financial Group.

HALPER-RAWISZER FINANCIAL GROUP
Halper-Rawiszer Financial Group is an independent financial services firm located in Westport, Connecticut. They guide high net worth families and business owners in personal wealth management. This includes plans for tax-efficient wealth accumulation, retirement, estate and gift planning, as well as income planning. They are committed to enriching clients' lives through financial solutions. Their thorough planning can help improve clients' quality-of-life and guide them through life's transitions with confidence. The financial plans they develop are based on an in-depth understanding of the client’s goals, needs, and stage of life and risk tolerance. They can recommend innovative strategies which include a variety of investment and other vehicles with appropriate levels of risk. Then they implement and monitor the plan to help ensure that it meets expectations and changing client needs. During every step of the process, clients can count on their knowledge and dedication.

NATIONAL FINANCIAL PARTNERS (NFP)
NFP provides financial professionals with a wide range of resources, products, technology, and a commitment to client services that is almost unique in the financial services industry. Their strong relationships with the leading manufacturers of financial products and solutions, combined with access to leading edge resources and a strong reservoir of intellectual capital, help CRM to research and analyze new capabilities. It is this partnership that enables us to bring you advanced wealth management strategies and solutions to better serve your needs. Financial professionals who are associated with NFP enjoy the benefits of sharing knowledge, expertise and planning techniques with seasoned professionals within the financial services industry for the benefitof their clients. You also benefit from the depth of our combined expertise, the diversity of offerings and resources, and the shared knowledge of different strategies. Clients receive solutions with our independent approach which are unbiased by proprietary arrangements.