The Six Keys Made Simple


CFC Founder Mick Owens Explains



The SIX Keys to Financial Independence
Based on Christian Principles

1. Risk Management
 


Are your life and personal values
consistent with your investment goals?


We believe consistency is paramount!

We attempt to match your investments to your values.
As a result, we have two main categories... a secular strategy and a faith-based investment approach
for clients who are concerned that their investments support companies that are involved in abortion, pornography and other areas that you might find objectionable. It is your money and we want you
to know that you do have choices.
 

 We will strive to invest your money in funds and companies that are engaged in our perception of positive policies. We know we’re not perfect, but
we can always strive to invest how we believe we
should live.

 

 

 

2. Cash Management
 

3. Tax Planning
 

4. Retirement Planning
 

5. Investment Planning
 

6. Estate Planning
 

GET DETAILS on FAITH-BASED INVESTING

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser,
and Securities are offered through
cfd
Investments, Inc., a Registered Broker/Dealer,
Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.

©2018 - Copyright Creative Financial Centre® - Kokomo, IN