Do you have a clear, understandable plan to achieve your financial and retirement goals? Or do you just have a 401(k) or TSP and a bunch of investments in various places trying to “make money?” Recognizing the financial challenges faced today by individuals and families, business owners, pre-retirees, and federal employees, Creutzer Financial Services works with clients throughout America to help you preserve your hard-earned retirement assets in today’s volatile market conditions, and help you enjoy the fruits of your working years after you retire. Ask us for your personal plan, which may include some of these services.
Our Services
Services We Offer
Our Expanded Team Approach
One of the reasons Creutzer Financial Services, LLC has helped so many clients form a solid plan is our expanded team approach. We strive to deliver the “Ultimate Client Experience,” and in our demand for concierge level client service, we have included access to financial planning, investment management, tax planning, tax preparation, and legal services all in one place, all under one roof.
Each client has access to and input from not only their trusted advisor, but also “best in class” subject matter experts from multiple disciplines:
- CPAs and tax planning and preparation professionals*
- Attorneys in multiple areas of expertise–legal concerns, estate planning, Medicaid planning, and business planning*
- Insurance professionals in multiple areas of expertise*
- Mortgage professionals*
*Legal services, tax preparation/CPA services, mortgage services, and specialized insurance services are all offered through independent licensed professionals.
Our clients know that they can consult with their financial advisor in one suite, have their taxes done in another suite, and discuss their will, trust, and estate plan with an estate attorney in another suite. It is our belief that these disciplines need to be working closely together to help our clients achieve their financial goals, including mitigating taxes, attaining life milestones, retiring successfully and transferring tax-advantaged wealth to the next generations. We look forward to using our team of subject matter experts to help you pursue your personal financial goals.
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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.