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Creative Retirement Planning, LLC

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Creative Retirement Planning, LLC

Overview:

In 2001, Ron Tetley and Kip Nussbaum were introduced to each other through a mutual acquaintance. They soon realized they had many of the same interests, values, and career aspirations. By 2002, their friendship quickly grew into a working relationship where they collaborated on numerous business projects, which lead to an informal partnership that began in 2003. In March 2005, Ron and Kip consolidated their three offices into one, forming an insurance agency called Creative Retirement Planning, LLC.

In 2007, another company was formed to help clients leave some of their investable assets in the stock market. This company was named Creative Advisors, LLC, an independent Registered Investment Advisory firm.

Through years of working to help people with income tax reduction and general tax planning, we received hundreds of requests to perform personal tax preparation for clients and prospects. In 2008, a subsidiary of Creative Retirement Planning, LLC was formed and given the name Summit Tax & Insurance Services.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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