Copyright © 2019 Creative Financial Strategies All Rights Reserved. He joined Creative Financial Strategies Group in October 2002 after receiving his Bachelor’s degree in Business Administration, with a concentration in Finance, from the University of New Mexico. What a great creative financing resource! Creative Financial Strategies, A MassMutual firm Francis J. Gordon Jr., CLU®, LUTCF. Codie has two children and two dogs. Soak in the knowledge and leave with confidence and a lasting connection. Financial Education Is More Important Than Ever. He is an outdoor and athletic enthusiast and enjoys running, golf, softball, snowboarding, and hunting. Together, they love to explore New Mexico in their RV, volunteer at dog shelters, and be outdoors whenever they can. Ready for retirement?

Creative Financial Staffing, LLC is a licensor of Registered Representatives, separate and independent legal entities that are licensed to use "Creative Financial Staffing" or "CFS" in connection with providing staffing and recruiting services to their clients. for specific information regarding your individual situation. Copyright © 2019 Creative Financial Strategies All Rights Reserved. Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors Inc.• 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. are independently owned and operated. Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. Albuquerque, NM 87110 Creative Financial Strategies for Business is crucial for any business to survive in the business market there is constant need for some business development. Purchasing short sales allows you to purchase property at a discounted price. Codie Hardy, CRPC® was raised in Mesa, Arizona and moved to Albuquerque, New Mexico, in 2010.

This advice comes from a well-qualified team of professionals who are committed to the highest levels of integrity and transparency in the relationships in which we operate. It is our goal to help you make educated informed decisions about issues that affect your financial well-being. Explaining the SECURE Act and how the changes affect your retirement strategy. At Creative Financial Strategies, we advocate in the present in order to build financial freedom in the future. As a licensed Investment Advisor Representative (IAR) and Fiduciary, he uses a holistic approach in gathering information and is able to provide strategic analysis and tailored recommendations. We hold the highest standards and integrity as spelled out in the Certified Financial PlannerTM Code of Ethics and Standards of Conduct, so that in all circumstances we may stand behind our words and our actions. 505 883 2630. Office: (732) 751-3056.

Creative Financial Strategies. He is both owner and president of the Firm. He likes to get his hands dirty under the hood of a car and is an avid bow hunter and outdoorsman. At the end of the lease, the buyer has the option to purchase the property at the amount agreed upon when the lease was created. She joined Creative Financial Strategies in 2019 as a Financial Advisor.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.

In addition to teaching private music instruction and performing herself with a variety of theater and choirs, Daniela enjoys traveling, exploring the outdoors, walking her dogs, and supporting her local community and small businesses.

Chartered Retirement Planning Counselor & Financial Advisor. Please consult legal or tax professionals Professional Advice empowering you to achieve Financial Well-Being. Private mortgages — Private mortgages work like mortgages from a bank, but since the lender is an independent entity, they can follow different guidelines for lending. But, there is an issue with strategy as some businesses creates a strategy but never focus on developing strategy according to circumstances. After persevering through his adversity, Jason became passionate about helping others live for today, while preparing for life’s uncertainties. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. The classroom prepared you for your career. We work with Individuals, Families, Executives, and Business Owners of all generations, and when you plan with us we will help you navigate today’s complex financial world. material provided are for general information, and should not be considered a solicitation for the purchase or

His grandfather, Phillip Blythe CLU CHFC, had nearly fifty years of experience in the insurance industry and introduced Isaac to the financial services industry in 1999. Daniela Deuel has served Creative Financial Strategies as the Office Manager since 2015. As daughter, sister, mother, aunt, and professional woman herself, Codie is passionate about empowering women to gain control of their financial future and achieve peace of mind through every phase in life.

When you plan with us we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. We understand that there is nothing more important than your health and loved ones. You need a space to ask questions and get them answered. ~ ... the need for sound financial strategies has never been greater. The information in this material is not intended as tax or legal advice. Fax: 732-751-3099. Ashley Daigle has been a part of Creative Financial Strategies since 2016. This financing allows you to make small payments at the beginning of the loan, leaving more money for renovations. The opinions expressed and Certified Financial Planner™
 & President. representative, broker - dealer, state - or SEC - registered investment advisory firm. Interest-only loans — If you are an investor looking to purchase, rehab, and sell a property quickly, an interest-only loan may make sense. 1305 Campus Parkway. One of Isaac’s early professional goals was to attain the Certified Financial Planner™ (CFP®) certification prior to turning 30 years of age. Business strategy is important for especially small businesses to grow. Now it's time to take a deep dive into your financial future. We take protecting your data and privacy very seriously. Isaac Ortiz CFP® was born and raised in Los Lunas, New Mexico. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Her passion for financial planning arose after the financial crisis of 2008 when she witnessed many loved ones lose businesses and assets because they were not properly prepared, educated, or equipped. sale of any security. We aspire to provide the support and direction that are necessary for wise decision-making, so that over time, the outcome of financial freedom may be fully realized in the lives of those we work with and the accomplishment of all that is important to them. We are committed to building lasting relationships with people who want to manage their wealth for a life purpose. Jason Mullins joined Creative Financial Strategies LLC in 2007. Pennsylvania raised, Ashley earned a Bachelor of Science in Music Education from Messiah College in Grantham, PA.  She also earned two Masters Degrees in Vocal Performance and Choral Conducting from UNM. Sometimes a loan from your bank isn't going to meet your needs. Seller carry-back — Also known as owner-financing, the seller of the property agrees to finance the property outright. Daniela has served alongside multiple charities and churches as well as been appointed as a board member for several theaters and performance groups in Albuquerque. With that in mind, our focus has always been and remains steadfast in the quality of our advice and relationships with the people we serve, compelling right action based on sound understanding. For women, retirement strategy is a long race. Retirement Income Certified Professional® & Financial Advisor. Some of this material was developed and produced by In addition, he is the primary investment strategist of the firm. Find a Financial Professional to learn more, get coverage or get a quote. They transfer the title to you in exchange for a promissory note and deed of trust for the full purchase price of the property. Creative Financial Solutions was founded in 1998 as a holistic financial consulting, accounting, insurance services and wealth management firm serving the corporate and individual marketplace. Our unique approach provides an intimate understanding and personal attention to detail – real people serving real people. We strive to empower you by advocating for your best interests and the interests of those that depend on you.

It’s helpful to know the route. The difference under a contract for deed is that the seller retains title to the property until the mortgage has been paid in full. Securities offerings limited to residents of FL, ID, MO, NM, NV, NY, & TX.

It’s our job to create a financial plan that allows to you have the time to focus on what’s truly important to you and your family. Jason desires to empower people with the clarity and confidence needed for making important financial decisions. ©2018 Creative Financial Staffing. Grateful for the Lord Jesus’ hand in his life, Isaac is the father of two children, who are the brightest lights in his life, and he loves nothing more than spending time with them. It’s our job to create a financial plan that allows to you have the time to focus on what’s truly important to you and your family. ... Creative Financial Strategies. Assume payments — If you can find a seller who needs to sell a property quickly and has financing in place, you can assume the seller's payments, often with little or no down payment. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Below are ten techniques to get your creative financing wheels turning! Born in Texas, Jason has lived in Albuquerque since 1989. He did so and, through both study and experience, has since continued to expand his knowledge of the complex issues that people face and the solutions that are required to solve them. Its core principles have remained: trust, commitment and service to our client’s financial … In light of our independence, we also provide access to a breadth of financial tools made available through various, recognized providers of resources and strategies in the industry. With a background in business management, she started in the financial services industry in 1998 working for various wire houses and banks as an investment officer and financial advisor. Creative Financial Strategies is an independent, fee-planning and financial management firm, dedicated to the idea of a single establishment where families, professionals, and business owners can obtain unbiased, innovative professional advice.