CREATIVE WEALTH PLANNING, LLC
Phone 516-502-4270
  • Home
  • BENEFIT SOLUTIONS
    • Medical Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Hospital Cash & Short-Term/Long-Term Disability
  • Additional Benefits
    • Long-Term Care Insurance
    • Medicare
  • Request a Quote
  • About Us
  • Contact Us
  • MSSNY

Why Creative Wealth Planning?

Creative Wealth Planning is an independent insurance agency designed to assist clients and their advisors in meeting their personal and business financial goals. With our extensive knowledge of the insurance industry and exceptional customer service, we can help you find the best coverage for yourself and your loved ones.

CONTACT US

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."


BENEFIT SOLUTIONS

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MEDICAL

Group Medical Insurance
​and Employee Benefits.
Clear options and sound advice.
GROUP MEDICAL INSURANCE
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DENTAL

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

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

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

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

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

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/ For over 40 years, we've offered much more than our extensive knowledge of the insurance industry. Our specialty is customer service. Whether you are one person 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.
CONTACT US
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Large enough to serve your needs... Small enough to care!
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Creative Wealth Planning, LLC

Our Locations:
1981 Marcus Avenue, Suite C-119  |  Lake Success, NY 11042
20086 Waters Edge Drive, Suite 503  |  Boca Raton, FL 33434

Phone: 516-502-4270
​Fax: 718-228-9538
​Email: [email protected]

Services

Medical Insurance
Dental Insurance
​Vision Insurance
Life Insurance
Disability Income Replacement Insurance
Long-Term Care Insurance
​Medicare Supplement Insurance

Company

About Us
Contact Us
Request a Quote
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