At Creative Retirement Planning, LLC, we specialize in the following areas:

Retirement Planning

More than ever, people are living well past age 65. According to recent life expectancy charts, if you are currently 65 years old, you can expect to live into your early to mid 80s. This trend can be attributed to medical advancements, modern technology, and healthier lifestyles. This longer life expectancy, combined with the desire of many people to retire early (before age 65), has put an increased burden on many retirement accounts.

With over 30 years of combined experience, Kip Nussbaum and Ron Tetley understand the key issues many retirees are facing. We have identified three main areas that are of particular importance:

Through the use of highly sophisticated software, Creative Retirement Planning, LLC can protect your principal, increase your monthly income, and reduce your taxes at the same time!

AssetLock™

Improve your Portfolio’s Protection with an AssetLock™ Advisor. Learn more >>

Estate Planning

With our estate planning services, we use our comprehensive strategies to help avoid probate. We also know how to retitle property deeds and accounts in the most time-efficient manner.

Insurance

We offer the top long-term care products, life insurance products, and annuities (fixed/equity indexed) that will protect your hard-earned assets and provide a safe financial future.

Tax Planning

Creative Retirement Planning, LLC offers numerous tax planning services, including:

Let our tax professionals give your taxes the attention they deserve.

Retirement Accounts

Our team of financial experts will shine a light on all your financial concerns and develop a customized plan to secure your retirement accounts. We offer safe and secure retirement services in the following areas: