CREATIVE WEALTH PLANNING, LLC

"We pride ourselves in doing the right thing every single time for every single client. It's more than our policy: it's our dedicated commitment to our clients."

EMPLOYEE BENEFIT SOLUTIONS

MEDICAL

Group Medical Insurance
​and Employee Benefits.
Clear options and sound advice.

DENTAL

Dental insurance generally covers preventative, basic and major services. Policies differ by carrier.

VISION

Coverage for routine eye health expenses based on anticipated needs for eye care services.

LIFE

Life insurance protects against the loss of income that would result if the insured passed away.

DISABILITY

Income protection to individuals who become disabled for a long period of time and cannot work. 

ADDITIONAL SERVICES

Long-Term Care, Medicare Supplements, FSA, HSA, Dependent Care, and additional insurance needs.

Creative Wealth Planning, LLC

Creative Wealth Planning is an independent insurance agency designed to assist clients and their advisors in meeting their personal and business financial goals.

Norman Portnow, Founder & CEO of Creative Wealth Planning, LLC has a history of success in the Financial & Insurance Industry, but we offer more than our extensive knowledge of the insurance industry. Our specialty is customer service. Whether you are a one person account or a 500 person account, you are our priority. Creative Wealth Planning is large enough to serve your needs, but small enough to care!

Contact Us to see how we can help you cover yourself and loved ones for the present and the future. Creative Wealth Planning will help you get the right coverage at the right price for your budget.
Large enough to serve your needs... Small enough to care!