We Are Educators Planners Neighbors Consultants

Our 30+ years of experience in the financial industry has offered us experience with all kinds of clients. We are prepared to help any and all clients with their financial dreams and goals. 

Creative Financial Solutions, inc.

Strategies for Solutions

Across the country, clients have trusted us with their financial and retirement plans for decades. Each of our clients receive one-on-one, personal attention throughout their time working with CFS.

1.

Collaborate

In the first step, we work together to identify your needs and goals regarding your financial and retirement plan. This step is where we get to know one another, so you can best be served.

2.

familiarize

In the second step, we assess your current financial situation and begin to discover solutions for your needs. We begin to nail down your plan.

3.

Solve

In the final step, we present our solutions to you. We explain the plan, answer any questions you have, and we continue to monitor the performance.

You've been caring for others,
It's time we care for you.

Daniel J. Laginess, cpa

President of CFS

Daniel J. Laginess, CPA, President of Creative Financial Solutions since 1998. During this period, Daniel has built a large corporate and individual client base providing financial planning, investment advisory services, and asset management with approximately $100,000,000 of assets under management.

Ashley Rowe

Strategic Partner
Ashley Rowe, Strategic Partner at Creative Financial Solution works with President, Daniel Laginess to create safe and comfortable futures for his clients. Ashley works closely with Daniel to implement marketing strategies, engage in client relations and implement new business ventures. Ashley’s biggest passion is helping others, be its friends, her colleagues or strangers.

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