our

Approach

As your financial advisor, we will take the time to understand what you value most, and we will help you align your finances with your goals and dreams.

We will organize all of your financial information in one place and present it in a way that is easy to understand and available to you at any time.

Our Services

Giving you the tools to build True Wealth.

At Creekmur Wealth Advisors, we will work with you to create a plan that puts you on the path to financial freedom. We use insurance products, such as fixed annuities, and a variety of investment products to help you build and work toward your goal of True Wealth.

We’ll cover as many bases as possible to help you create a strategy that supports your family’s long-term financial goals.

As a full-service financial planning firm, we can offer you the following products and services:

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Retirement Income Strategies

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Wealth Management

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Annuities

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Life Insurance

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Tax-Efficient Strategies

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Long-Term Care Strategies

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IRA & 401(k) Rollovers

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We can also refer you to professionals who provide the following services:

Trusts | Charitable Giving | Estate Planning | Tax Planning


 

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.