Creative Financial Group

Discover how Trump Accounts may help grandparents grow tax-free savings for grandkids and create a lasting financial legacy for future generations.

creativefinancialgrp.com

What if a child born today could start building tax-free retirement wealth before they ever take out a student loan?

Recent legislation made that possible, and most families have no idea it exists.

In his latest MarketWatch piece, our co-founder Kurt Supe, breaks down three strategies for building generational wealth!

Read it here 👇

Fund a grandchild’s retirement tax-free from birth — if you can trust an 18-year-old with the money A new birth-to-retirement account bypasses standard Roth IRA rules — but the beneficiary gets control at adulthood.

Today, our team celebrated National Best Friends Day by dressing up as some iconic duos and characters:

*Carly from iCarly
*Napoleon Dynamite & Deb
*Rachel & Monica from Friends
*Judy Hopps & Nick Wilde from Zootopia
*And of course, John & Kurt from Creative Financial Group. A duo that's been helping clients and working together for years!

Whether it's lifelong friends, great coworkers, or trusted relationships with our clients, we're grateful for the connections that make every day a little better.

Happy National Best Friends Day from all of us at Creative Financial Group!