Fred believes that education, communication and interaction with clients on a regular basis is key to understanding your financial planning needs and assisting you in achieving your financial goals. Creutzer Financial assists individuals and business owners in all areas of financial and investment management.
Fred is a regular community educator with popular workshop programs on Social Security Retirement Income Planning and Estate Planning Fundamentals. Fred works actively with the large number of federal employees located in our region and has specific training in the benefits planning and retirement needs of civil service and military employees of the United States Federal Government.
Fred is a regular community educator with popular workshop programs on Social Security Retirement Income Planning and Estate Planning Fundamentals. Fred works actively with the large number of federal employees located in our region and has specific training in the benefits planning and retirement needs of civil service and military employees of the United States Federal Government.
Services
Recognizing challenges like this faced today by retirees and those on the threshold of retirement, we founded Creutzer Financial Services, LLC. Located in Bel Air, Maryland, the firm has been helping people in Bel Air for over a decade. Creating a PLAN that includes long term savings concepts, tax management, and preservation of wealth through sound financial strategies have been core beliefs since we opened our doors.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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Jacalyn Wiedecker
May 18, 2021
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