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Our Team | Creative Financial Strategies, Inc. Our founder, Kevin M O’Brien has over 40 years of business experience in the financial services field Self employed since 1975, Mr O’Brien left New York City in 1980 for the unique quality of life offered here in New Hampshire
Contact - Creative Financial Strategies Creative Financial Strategies is providing industry-leading financial planning and wealth management services near your location Contact Us at 603-444-7035
Approach To Successful Planning | Creative Financial Strategies Creative Financial Strategies, Inc is the one financial advisory firm that provides the link to a fully coordinated, integrated and successful financial plan for business owners and successful individuals approaching and entering the next phase of their lives
Wealth Preservation Planning | Creative Financial Strategies CFS incorporates all the traditional investment options as well as the management of non-traditional forms of investment which might include real estate, business interests, intellectual property, the protection of one’s credit worthiness and the avoidance of identity theft
Wealth Transfer Estate Planning | Creative Financial Strategies CFS deals with the intricacies of the Estate Planning process Beyond the creation of appropriate documentation such as Wills, Powers of Attorney and Trusts, we address the complexities of Estate Distribution Beneficiary strategies as well as Business Agreements and Structures