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Creative Wealth Financial Group, Inc.

Helping Put The Financial Pieces Of
Your Life In Order

5455 Jaeger Rd.
Naples, FL 347109


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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.