Expert Retirement Planning with Effective Tax Strategies

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EXPERT
RETIREMENT PLANNING WITH EFFECTIVE TAX
STRATEGIES
YOU PROVIDE THE DREAM. WE PROVIDE THE PLAN
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OVER 20 YEARS OF
EXPERIENCE IN FINANCIAL PLANNING
Providing independent fiduciary advice and
personalized retirement plans. Key services CFG
Retirement Roadmap to minimize taxes maximize
income.
Would you rather be treated like a number or
like a real person?
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THE 3 PILLARS OF A
SUCCESSFUL RETIREMENT Pillar 1 Comprehensive
Financial Planning Pillar 2 Strategic Tax
Planning Pillar 3 Money Management
A holistic approach that integrates every aspect
of your financial life.
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COMPREHENSIVE
FINANCIAL PLANNING Your Roadmap to
Retirement Key Focus Areas Setting Financial
Goals Managing Inflation Health Care Costs
Addressing Family Dynamics Lifestyle
Considerations
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STRATEGIC TAX
PLANNING
Keeping More of Your Hard-Earned Money Focus
on Minimizing federal income taxes Reducing
taxes on Social Security Avoiding high Medicare
costs RMDs Charitable giving strategies (e.g.,
QCDs from IRAs) Key Message Tax efficiency today
ensures financial stability tomorrow.
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MONEY

• MANAGEMENT
• Investing with Purpose
• Focus on
• High-quality, low-fee investments Risk
  management
• Aligning investments with financial goals

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S T A R T Y O U R
J O U R N E Y T O A S U C C E S S F U L
R E T I R E M E N T T O D A Y !
ADDRESS 6838 S East St, Indianapolis, IN 46227,
United States
PHONE
WEBSITE
EMAIL
317-788-1562
https//creativefinancialgrp.com/
cfg_at_cfdinvestments.com