Your Strategic Partner for Independent Success in Financial & Insurance Services
Creative Financial Services exists to empower independent financial and insurance professionals. As a key affiliate partner within the CPS network—a premier nationwide collective of Insurance Marketing Organizations and Brokerage General Agencies—we provide access to market-leading resources and strategic leverage often beyond the reach of individual advisors.
Our focus lies in connecting our advisor partners with a meticulously curated portfolio of solutions. We specialize in essential planning areas, including Life Insurance strategies, Annuity products, vital Disability Income protection, and comprehensive Long-Term Care planning options. Through the strength of the CPS affiliation, built upon relationships cultivated over more than four decades, you gain entry to an extensive network of top-tier insurance carriers. This connection unlocks access to highly competitive contracts, premium product suites, and innovative service offerings designed to give you and your clients a distinct advantage in the marketplace.
Our commitment runs deeper than just access to products. We operate as a true partner, grounded in core values, delivering robust support systems, attractive compensation structures, and the dedicated service independent advisors need to operate efficiently and effectively. Creative Financial Services is dedicated to equipping forward-thinking advisors and financial firms with the resources and support necessary not just to navigate the market, but to thrive truly—achieving success professionally and personally.