Why Choose Us

Creative Pension Plans, Inc.  was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients, we strive to create a sense of financial stability in an effort to provide financial independenceOur Commitment

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

Creative Pension Plans, Inc. specializes in employee benefit plans for small to medium size businesses.  In addition to retirement plan implementation and design (i.e. 401K, SEPs, Defined Contribution Profit Sharing, Deferred Compensation, and Executive Bonus Arrangements); we provide Benefits Administration Support in the areas of ACA compliance, Human Resources, Consumer Driven Healthcare, payroll services, COBRA assistance, EAPs, Health Advocacy Services, Wellness Programs along with a PEO selection process. 

Additionally we assist employees nearing retirement with income strategies, social security options and Medicare Plans. Our individual and group financial services include salary continuation programs, life insurance, estate planning, and long-term care insurance solutions. 

  • Business people and families do not always work with the financial service professional that is most appropriate for their needs.  Finding the “best fit” is always a challenge. 
  • An advisor specializing in insurance and estate planning does not always maintain an expertise in pension design, or benefits administration issues. 
  • Many times a client can be very intimidated by a corporate monolithic office setting, our office is modest and user friendly. We establish a “middle ground” where we can consult and advice on sophisticated estate planning & pension compliance issues; or help a single parent set up a budget and protect family assets in a fundamental way.

We are not a “stodgy” Wall Street firm or regional company with sales quotas. Our dress code is very relaxed. Our demeanor is very personal. Our schedule is very flexible. 


Contact Us today to schedule an appointment