How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
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 803-642-8480. 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
Upcoming Events
Take a look at upcoming events hosted by our firm.
Design Your Future: Build the Blueprint for Your Ideal Retirement
Protect Your Future: Safeguard Your Savings and Health in Retirement
Find Your Number: How to Stay on Track and Grow Your Nest Egg
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Comments on Latest U.S. / Israel Conflict with Iran
Overview The recent conflict that started on February 28, 2026 with the U.S. and Israel launching an offensive against...
Market Commentary: February 2026 Recap
Grimes, featuring HANAWe Appreciate the Power And if you long to never die/Baby, plug in, upload your mind/Come on,...
Market Commentary: January 2026 Recap
Tenth Avenue Freeze OutBruce SpringsteenTenth Avenue Freeze-Out I’m gonna sit back right easy and laugh / When Scooter...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
5130 Woodside Executive Court, Aiken, SC 29803
Office Contact:
(Main) 803-642-8480
We’re by your side for all your needs, in business and in life.
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