Creutzer Financial Services, LLC is a second-generation family owned and operated financial services firm serving residents of Maryland and surrounding states. President Fred Creutzer, IV has owned and operated Creutzer Financial Services, LLC since 1989, following children. Fred and Cindi reside in Forest Hill, MD. Fred's son Freddie joined him in the practice in 2016 following graduation from the University of Maryland with a Bachelor's Degree in Arts and Economics.
Fred believes that education, communication and interaction with clients on a regular basis is key to understanding your financial planning needs and assisting you in achieving your financial goals. Creutzer Financial assists individuals and business owners in all areas of financial and investment management. Fred is a regular community educator with popular workshop programs on Social Security Retirement Income Planning and Estate Planning Fundamentals. Fred works actively with the large number of federal employees located in our region and has specific training in the benefits planning and retirement needs of civil service and military employees of the United States Federal Government. Fred is a regular contributor on WBAL-TV and can be viewed regularly on WBAL-TV news programs communicating timely financial information for viewers in the greater Baltimore area.
A licensed Registered Representative, Fred's main mission in his financial practice is to help the average person create wealth and income for their lifetime and for their families. As President of Creutzer Financial Services, LLC, he fervently strives to help conservative investors grow their financial assets through prudent planning and careful selection of savings and investment options aligned with their individual risk tolerance.
Creutzer Financial offers the following products and services:
*Social Security Retirement Income Planning and Education
Not associated with or endorsed by the Social Security Adminstration or any other government agency
*Lifetime Retirement Income Planning
*Estate and Wealth Transfer Planning
*Inheritance Tax and Charitable Giving Planning
*IRA & 401(k) Plan Rollover Analysis and Planning
*Insurance Needs and Policy Analysis
*Asset Protection & Wealth Preservation
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note the laws are subject to change and can have an impact on your asset protection strategy.
Fred Creutzer is registered with and securities are offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not an affiliated company. Creutzer Financial Services LCC does not provide tax or legal advice.