Keys to a Successful Retirement

You’ve worked hard to save up money. Now, it’s time to protect that money. Creations Financial can help you do that. 

Our keys to a successful retirement are:

  • Safety first
  • Expect a reasonable rate of return** in retirement
  • Keep your strategy simple

Why Creations Financial?

How to Protect Your Retirement Income

Running out of money in retirement is a concern for many people. Thankfully, there are ways to secure your nest egg and get a reasonable rate of return over time. Learn more at one of our educational seminars. Or, give us a call so we can talk to you at a one-on-one meeting.
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smiling senior couple pushing their granddaughter in a wheelbarrow woman carrying vegetables in basket keys to a successful retirement bakersfield ca

At Creations Financial, we provide you with the keys to a successful retirement.

We’ll present you with all the information you need to make an educated decision for your retirement future. Protecting your money is key. What happens to your money in the event of a market downturn? Now that your retirement is approaching, you likely don’t have time on your side if the market drops. Your priorities have likely changed to first and foremost protecting your retirement nest egg.

Creations Financial focuses on our client’s long-term financial stability. The products we offer provide clients with the ability to keep their money safe for the long haul. We’re here to educate you and help you craft a strategy you can feel confident in.

Products like annuities, or life insurance products, don’t put your money at risk in the stock market. We can help you determine if these options might be right for you.

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Enjoy a Complimentary Meal While You Learn

Creations Financial hosts educational dinner seminars to help you learn more about your retirement options and the products we offer.
Attend A Seminar
These events are at no cost to attend, and we provide a complimentary meal. We discuss various ways to secure your retirement nest egg while maintaining the possibility of your money growing. These events tend to sell out quickly. Contact us to reserve your seat today.

Our Three Core Principles

We believe the keys to a successful retirement are:
Safety First
While you're still working, you may have had a higher risk tolerance. If you've had money in the stock market, you've certainly seen some ups and downs. But as retirement approaches (or as it arrives,) your priorities have likely shifted. At Creations Financial, we believe that keeping your money protected should be your first priority, and we can help you make a strategy to do so.
A Reasonable Rate of Return**
If you're focused on safety, does that mean you have to give up the possibility of a reasonable rate of return**? The short answer is, no! Creations Financial works with our clients to find annuities or life insurance products that will provide a reasonable rate of return** without risking your money in the stock market. Let us show you how achieving money growth and protecting your nest egg may both be possible.
Keep it Simple
Who says retirement has to be complicated? A more complex strategy is not always a better one! Some of the best tactics are simple. It's important that you know what's going on with your money and feel confident that your strategy will work.

Creations Financial offers an educational approach

We want you to be informed, and we want you to ask questions. Our job is to provide you with the information you need to make a decision you can feel confident in. We’re always here to help!

Want To Learn More?

Reach out to us to schedule a one-on-one appointment or attend one of our dinner seminars today.

Reach Out To Us Today
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Our Services

Susan Beth Campbell CA Ins Lic #0H85655
Daniel James Campbell CA Ins Lic #4052434
Creations Financial and Insurance Services
CA Agency Ins Lic #0K54693

Bakersfield Office
Santa Maria Office
Visalia Office
Los Osos Office

*Backed by the claims-paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

 

By contacting Susan Beth Campbell, CA Insurance License # 0H85655/Creations Financial and Insurance Services, CA Insurance Agency License #0K54693, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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