Our Approach

If you are unsure about your financial future, we can help. We will take the time to understand your goals and dreams, and then help you build a plan to reach them. So whether you are saving for retirement, a college education for your children, or to provide for other needs, we have the wisdom and experience needed to guide you in today's uncertain market.  Together we can bring your dreams within reach. Whatever that means to you!
Areas of Planning
  • Investment Planning
  • Retirement Planning
  • Retirement Income Planning
  • College Planning
  • Estate Planning
  • Business Planning
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Market-Moving Indicators for Monitoring Europe

If you've struggled to make sense of the ongoing European debt debacle, you're not alone. It's difficult even to keep track of all the pieces of this financial Rube ...

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Retirement Rules of Thumb

Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right." ...

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Of Taxes Past, Present, and Future

With the 2011 tax filing season behind us, much attention is being paid to the expiring "Bush tax cuts"--the reduced federal income tax rates, and benefits, ...

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What happens to my retirement benefits if my employer goes out of business?

If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined ...

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What is the Pension Benefit Guaranty Corporation?

The Pension Benefit Guaranty Corporation (PBGC) is a federal agency created by the Employee Retirement Income Security Act of 1974 (ERISA) to help protect pension plan ...

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Kurt Supe and John Culpepper offer securities through CFD Investments, Inc., Registered Broker/Dealer, Member FINRA &SIPC, and Kurt Supe offers advisory services through Creative Financial Designs, Inc., Registered Investment Adviser. Creative Financial Group is a separate and unaffiliated company from CFD Investments, Inc. and Creative Financial Designs, Inc.