Helping you plan your future with our

Creative Financial Solutions

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Solutions that make sense

We serve pre-retirees and business professionals across the nation by formulating creative financial solutions to help them achieve their financial goals and dreams. Whether it be paying for their child’s college education, buying that dream car, or experiencing their ideal retirement – we’re here to see it through to the end.

All About CFS

Meet the founder of CFS

With 31 years of experience, Daniel is a CPA with vast financial experience in individual and corporate financial and tax consulting.


Register for an upcoming webinar

We place education as a highest priority at CFS. During these uncertain times, we are hosting free, no-obligation webinars to educate pre-retirees.

The CFS Process

Here’s what you can expect when you decide to work with CFS to create your dream future.

Serving clients nation wide

We are based in Michigan but we work with clients across America, offering them education and guidance.

Your Road To Successful Retirement

In this book, you will discover what you truly want in your retirement years. You will learn the 8 signs that your retirement plan may be in danger and why most retirement plans WILL Fail and how to make sure yours isn’t one of them. Most importantly you will learn how to prepare for the coming inflation so you don’t run out of money too soon.

How We Serve Our Clients

After we get to know you and your family, and the goals that you have, we are able to offer the appropriate services to get you where you’d like to be. We offer services within these categories:

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Life Insurance and Annuity Products

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REtirement Planning

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Investment Planning

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Your Road To Successful Retirement

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