Through your retirement years, we are here every step of the way. We invite you to take our short risk analysis questionairre.

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What We Provide You

Creath Financial Services provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Creath Financial Services is to help our clients realize their financial dreams by offering creative strategies through an open and transparent process to help achieve financial independence.

Retirment Planning
Learn how to prepare for a steady retirement.

Social Security
What are the strategies to help maximize your Social Security Benefits?

Insurance Solutions
Is your insurance plan well-thought out?

Investment Management
Through our strategic alliance, we can help optimize your strategy.

 

New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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We work hard to help you choose the right retirement path.

Tim Creath is an investment advisory representative of Gradient Advisors, LLC, an SEC registered investment advisor. Tim Creath serves Schaumburg, Illinois and surrounding communities. His mission is to help provide the families and businesses we serve with innovative financial strategies and planning that can help result in financial clarity, security and overall financial health. At Creath Financial Services we believe in an educational approach, and are here for you.

Creath Financial Services provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Creath Financial Services is to help our clients realize their financial dreams by offering innovative strategies through an open and transparent process to help achieve financial independence.

Making strong commitments to our clients and building lifelong relationships are tenets of success at Creath Financial Services.

We Focus on You

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.


Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.

Get Your Score

Access your important information 24/7.

With the Generational Vault you will never waste your precious time on the ceremony of the safe deposit box again. Once your Generational Vault is set up and personalized, every time you log into the vault, you have immediate access to detailed financial information. You can view a snapshot of your financial picture, a simple-to-understand summary of all your financial accounts, detailed records of your assets, important financial reports and dynamic charts.

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Services

Our firm takes pride in providing comprehensive retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

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COMRA

The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions. It’s the first step toward evaluating your finances using the most important criteria of all – your goals!

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Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policies, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

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Social Security Maximization

At Creath Financial Services we help our clients understand their Social Security benefits and educate them on how they can maximize their benefits.

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – the optimal way to file so they can get the most out of all they have put in. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*

There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you just that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!

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Tim Creath, Creath Financial Services and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

*https://www.ssa.gov/pubs/EN-05-10147.pdf

Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score.

Get Your Risk Score Now

Contact Us

Creath Financial Services
903 Sienna Drive
Schaumburg, IL 60193

(847) 571-3857
tim@creathfinancial.com

We’d love to work with you.

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