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.
advisors in meeting their personal and business financial goals.
Large enough to serve your needs... Small enough to care!
ABOUT US
NORMAN PORTNOW
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Norman Portnow, Founder & CEO of Creative Wealth Planning, LLC has over 40 years of success in the financial & Insurance Industry. He began his financial career as a stockbroker for Shearson Hammill in New York. After many years of building a successful career, Norman decided to transition his focus towards the insurance industry.
Norman opened an independent insurance agency specializing in medical coverage for individuals and groups, Medicare supplements, disability income protection, long-term care, inexpensive term insurance and life insurance. He soon realized that some of his clients had complex, real life issues, and by understanding their unique situations, Norman could truly help them protect their families and business relationships. Creative Wealth Planning, LLC was an outgrowth of these efforts. An extensive support system has been structured to deal with complex health histories. This results in matching a particular health issue with the insurance companies that best understand the client’s needs, offering the best outcome for the individual. In addition, Creative Wealth Planning has relationships with accountants, attorneys, elder care attorneys, and financial planners to assist with strategies such as: Retirement Planning, Estate and Financial Planning, and Business Succession Strategies. Norman is also a member of a resource group, which concentrates on eldercare. Members include Assisted Living, Elder Abuse, Care Management, Daily Money Management, Home Health Care Aides, Elder Care attorneys, accountants, and insurance brokers. When a client has questions or needs assistance in one of these particular areas, Creative Wealth Planning is able to recommend a professional who is capable of addressing that issue. Creative Wealth Planning has the knowledge, experience and expertise to help our clients determine their particular needs and match them with the ideal insurance coverage or professional to best manage their situation and prepare them for success in the future. |
SUSAN CARTWRIGHT
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Susan Cartwright has extensive knowledge of the insurance industry, but her specialty is customer service. Whether you are a one person account or a 500 person account, you are her priority. A problem solver with investigative prowess with the ability to get to the bottom of any issue, Susan can help you cover yourself and loved ones for the present and the future. Unique New York State of Health navigating skills will help you maximize your tax credit potential. She will help you get the right coverage at the right price for your budget.
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