• (702) 248-6901
  • 8861 W Sahara Ave Ste 260, Las Vegas, NV 89117
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More Than Just Guides: Tools for Your Success

Mission Statement

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Our Foundation: Purpose, Principles, and Partnership at Creative Financial Services

In the dynamic financial world of May 16, 2025, where security and dreams intertwine, Creative Financial Services is built upon a singular, unwavering mission: to diligently seek out and provide exceptional opportunities for our esteemed colleagues and valued clients. We are dedicated to connecting them with quality, accessible products and innovative solutions designed to alleviate financial uncertainties and, ultimately, empower them to realize their most cherished retirement dreams and life aspirations. This mission is the compass that guides every strategy, every interaction, and every solution we champion.

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Learn how you can protect what matters most.

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The Pillars of Our Practice: Our Core Values

Our mission is brought to life through core values defining who we are, how we operate, and what we stand for. These principles are not just words on a page but the bedrock of our commitment to you.

  • Integrity: The Cornerstone of Trust. At Creative Financial Services, integrity is paramount. We cultivate and protect trust by rigorously upholding the highest ethical standards and practices in every facet of our work. This means an unwavering commitment to acting with absolute honesty, transparency, and fairness in all interactions—whether with our clients, dedicated team members, or communities. Our guiding principle is simple yet profound: we treat others with the same respect, dignity, and consideration we wish to receive.
  • Passion: Making a Tangible Difference. Our work has the power to make a significant, positive difference in the lives of individuals and families. This understanding ignites a deep-seated passion within our team at Creative Financial Services. We ensure that this passion, combined with an immense sense of pride in our purpose, is demonstrably present in everything we undertake—from the most minor interaction to the most comprehensive financial solution we represent. It’s this heartfelt commitment that drives us to go the extra mile.
  • Collaboration: Stronger Together. We firmly believe in the power of synergy. At Creative Financial Services, we all share a common cause: to partner effectively with one another and with you to develop and present the best possible solutions for your clients. We foster an environment where ideas are openly shared and diverse perspectives are valued. We collectively seek creative and innovative approaches to better serve client needs. While we champion teamwork and shared success, we also uphold individual accountability. We make it a point to recognize one another’s accomplishments and actively cultivate an efficient, friendly, and genuinely fun work environment, believing that a positive internal culture translates to superior external service.
  • Creativity: Driving a Future of Possibilities. In the ever-evolving financial services landscape, creativity is not just an asset—it’s the driving force that propels us forward. To remain competitive and, more importantly, to deliver genuinely impactful solutions, Creative Financial Services embraces innovative thinking and is willing to explore new avenues and take considered risks. We thrive in this dynamic environment by constantly seeking fresh perspectives, reinventing business processes where necessary, and developing innovative strategies that translate into meaningful, practical solutions for your clients’ complex needs.

Products

Services & tools

Comprehensive Solutions for Every Chapter of Life

Creative Financial Services is proud to offer access to a broad spectrum of products and specialized expertise, ensuring you have the resources to address diverse client needs:

  • Advanced Markets: Sophisticated strategies for complex estate, retirement, and business planning needs, helping you serve high-net-worth clients with tailored solutions.
  • Annuities: A diverse portfolio of fixed, indexed, and immediate annuities to provide clients with guaranteed income, asset accumulation, and retirement security.
  • Disability Income Insurance: Essential protection to safeguard your clients’ most valuable asset—their ability to earn an income—against unforeseen illness or injury.
  • Life Insurance: A comprehensive suite of term, whole, universal, indexed, and survivorship life products to provide financial security, legacy creation, and strategic wealth management.
  • Long-Term Care Solutions: Innovative options, including traditional LTC insurance and linked-benefit products, to help clients plan for the potential costs and challenges of extended care.
  • Vitality Program: Access to life insurance that uniquely rewards clients for healthy living, offering premium savings and lifestyle benefits.

Empowering Your Success: Our Suite of Services & Tools

To complement our product offerings, Creative Financial Services provides a range of services and cutting-edge tools designed to enhance your efficiency and effectiveness:

  • Apps & Form Engines: Streamlined digital tools to simplify the application process and reduce paperwork.
  • Apply Online Capabilities: Modern, secure platforms for efficient online application submission.
  • Bright Box Marketing Platform: An intelligent, automated marketing solution for brand-building and lead generation tailored for financial professionals.
  • Online Quoting Systems: Quick and easy access to real-time quotes from multiple carriers for various product lines.
  • Contracting Support: Efficient and supportive processes to get you contracted with our diverse carrier partners.
  • E&O Insurance Coverage Guidance: Information and access related to Errors & Omissions insurance to help protect your practice.
  • Dedicated Underwriting Support: Expert underwriting assistance and advocacy to help navigate complex cases and achieve favorable outcomes.

Our Unwavering Standards: The Creative Financial Services Commitment

At Creative Financial Services, we know that the accurate measure of our success lies in the high standards against which we judge ourselves, our actions, and our collective progress. These standards are woven into the fabric of our operations:

  • Unwavering Commitment: We are deeply committed to our clients, our valued colleagues, our partner advisors, and the communities we are privileged to serve.
  • Pursuit of Excellence: We relentlessly strive to achieve the ambitious goals we set for ourselves, aiming to consistently deliver best-in-class service, comprehensive resources, and complete, effective products.
  • Belief in Our Impact: We are driven by the conviction that we make a positive difference. We ensure our core values are reflected in every aspect of our business and every interaction.
  • The Power of Teamwork: We understand that achieving optimal outcomes requires collaboration. We work seamlessly with you to develop innovative solutions and deliver the industry’s best services and products.

Our Vision: Enabling Your Success

 

Creative Financial Services is focused on being a premier, values-based organization with dedicated individuals who provide best-in-industry products, services, and unwavering support to the insurance and financial services sectors. Today and into the future, Creative Financial Services empowers our forward-thinking affiliated professionals and their clients to achieve remarkable success in their businesses and lives. We are more than a provider; we are your partner in building a secure and prosperous future.

Strategic Carrier Providers

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Testimonials

"I have been meaning to relay my gratitude to you for all the help and guidance that you have been providing along with the continued good handling of issues as they arise around the several 401k client plans we have been working on together. Your insight, mastery, and professionalism have made things a delight. Thank you for all the help! My processes and approach have been enriched because of your guidance and subject matter expertise. And for that, I am enriched professionally and personally. May I someday be able to pay it forward."
John Walsh
John WalshColumbus, Ohio
"The Annuity Team at CPS is best in class! The knowledge and know-how they possess is far superior than any other firm I have worked with. I very much appreciate the support they provide me."
Kayoko Nihei
Kayoko Nihei
"We partnered with CPS in 2014 and not only has it been pleasant but also an extremely educational experience. They are key to our agency and have the tools necessary to meet the needs of our clients. Their team is exceedingly knowledgeable and will give you step by step guidance on completing applications, quoting, and electing the right carrier for your clients. They have been a game changer for our agency and we look forward to continuing our business relationship with them for years to come."
Adam Beach
Adam BeachPresident of Beach Financial Group
CPS is superb to work with. We appreciate their prompt responses, attention to detail, and expertise from running illustrations to finalizing a policy. Customer services at its finest! We have found CPS to be a “5 Star” rating and highly recommend working with CPS."
Kim Buhrow
Kim Buhrow