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HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

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Services Our ServicesServices Our Story

Services EventsServices Office Info
Hour of Operation:

Mon – Fri: 8:00 AM – 5:00 PM EST

Office Addresses:

1330 Lady Street
Suite 202
Columbia, SC 29201

Office Contact:

(Main) 803-741-1001

Let’s take your next financial step together!

Contact Us

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Story

Creative Financial Strategies, a HUB International Company, is a South Carolina based firm of professional financial services practitioners. The firm serves both corporate and individual clientele seeking broad-spectrum advice and implementation services in the areas of comprehensive and area focused personal planning, wealth management, employee financial education, and executive benefit financial education and planning. Corporate clientele range in size from midsized, closely held firms to some of South Carolina’s largest employers to Fortune 200.

We encourage you to explore our site. If we may respond to questions or you would like more information please call us at 803-741-1001. We look forward to serving you.

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.

Financial Consultants

ADVISOR PROFILES COMING SOON

Upcoming Events

Take a look at upcoming events hosted by the HUB Columbia Office.

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Event Views Navigation

Today

Financial Insights

Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.

Market Commentary: March 2026 Recap

Market Commentary: March 2026 Recap

Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.

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Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM EST

Office Addresses:

1330 Lady Street, Suite 202, Columbia, SC 29201

Office Contact:

(Main) 803-741-1001

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.