Founder Fred Creutzer IV is a regular community educator, holding popular workshop programs for the last 30+ years at local public libraries. Topics include Social Security Optimization & Retirement Income Planning, and Estate Planning Fundamentals. Fred also works closely with federal employees in our region and has training in benefits planning and retirement needs for civil service and military employees of the United States federal government.
Reserve your seat now by registering for our next free event or workshop!
Live & Online Events
Free Workshops & Upcoming Events
Essentials of Tax & Social Security Planning
Join us for an adult education workshop covering one of the most relevant and challenging financial topics Americans face today. Seats are limited & fill up quickly!
Location: Northeast Maryland Library
485 Mauldin Ave Northeast, Maryland 12901 — Directions
Tuesday, Sept. 1st @ 6PM
Thursday, Sept. 3rd @ 6PM
Getting Unbiased Financial Education Is Key To Understanding Your Finances And Protecting Your Legacy!
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
- Understanding Social Security Benefits – How to maximize your benefits and avoid common mistakes.
- Claiming Strategies – When to claim benefits for the highest lifetime value.
- Find out Why your IRA/401(k) could be a tax disaster and what to do about it.
- How today’s unpredictable environment may have created opportunities to reduce your tax burden.
- Strategies to help protect yourself against the taxation of your Social Security income.
- Longevity Risk & Income Planning – Ensuring income lasts throughout retirement.
- Recent Legislative Changes – Updates that impact your Social Security, Tax and retirement planning.
- Avoid Probate – How to save time, attorney fees and court costs.
- Protecting Against Losses – The erosion of estate and retirement assets by Democracy, wars, taxation, inflation, volatility or lack of planning.
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The Creutzer Team
Serving business owners and families throughout Maryland and the surrounding United States
(410) 879-3888
Individuals & Families
Business Owners
Pre-Retirees & Retirees
Federal Employees
Who We Serve
Our goal is for you is to feel confident, not to worry about your money. We work with each client to create a personal plan that includes long-term savings concepts, tax management & preservation of wealth through our focus on practical, goals-driven financial strategies. At Creutzer Financial, preserving wealth & avoiding unnecessary risk with retirement assets have been our core beliefs and philosophy since we opened our doors. To date, our efforts have helped protect hundreds of families from over-taxation and loss of wealth.