Creative Capital Wealth Management Group

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retirement planning

Choosing a retirement plan that fits your business

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group One survey found that the most pressing financial concern facing 42% of small business owners is developing a retirement plan and exit strategy.¹ If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to
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Social Security: 5 facts you need to know

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind: 1. Social Security is a critical source of retirement income. Some have the perception that Social Security
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What’s the value of a financial advisor?

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group Have you ever wondered whether using a financial advisor is really worthwhile? Here are some interesting points we thought you might want to consider. Two studies found that working with a financial professional can result in higher returns and potentially lower personal stress. Lower stress Seventy-six percent of people within 15 years of
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How to overcome 5 challenges of the affluent investor

Thought Leadership on Creative, Comprehensive Financial Planning presented by Creative Capital Wealth Management Group. High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these. Being too
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Frederick E. Hubler headshotABOUT FREDERICK E. HUBLER: Mr. Frederick E. Hubler, Jr. graduated Magna Cum Laude from West Chester University and proceeded to gain his M.B.A. from the University of Phoenix. He obtained his Series 7 and Series 63 securities licenses in 2001, his Series 24 in 2007, and his Series 66 in 2011. Mr. Hubler received his Certified Wealth Strategist (CWS) designation.

In February, 2014. In 2008, Mr. Hubler was accepted into the NFL Players Association Financial Advisors Program and today is one of only 280 advisors that remain registered with the program. The NFLPA Financial Advisors Program is designed with a goal of helping protect NFL players against fraud and unfair practices by financial advisors. The program gives players access to financial advisors whose backgrounds have been pre-screened by the NFLPA. Did you know that at least 78 players were defrauded of $42 million dollars within a three year period? As a result, the NFLPA Board of Player Representatives voted in 2000 to create the Financial Advisors Program – the first of its kind in professional sports – to provide NFL players access to a diverse group of qualified, preselected financial advisors. In 2003, Mr. Hubler left a well known brokerage firm and started Creative Capital Wealth Management Group with the idea that a firm should cater in-depth to a small amount of clients. Mr. Hubler founded the company with the goal of providing exceptional client service while allowing more high net worth individuals access to institutional strategies and platforms. By using wealth accumulation strategies and a variety of diverse traditional, alternative, and insurance based instruments, he strives to build a customized comprehensive strategy to help reduce the risk of investing in uncertain times.

Mr. Hubler is a two time NABCAP Premier Advisor, has been noted as one of Main Line Today’s Top Advisors on the Main Line, and has been featured in the Wall Street Journal, Christian Science Monitor, Philadelphia Magazine, the Philadelphia Business Journal, American Banker, and Chester County Life.

Mr. Hubler is a Past President of the Phoenixville Area Chamber of Commerce, has previously served on the Board of Directors for the Phoenixville Senior Center as Vice-President, and is a Past President of the Kiwanis Club of Phoenixville. He is married, has 4 year old twins, loves football and his hobbies include golf, cigars and cars.

http://www.ccwmg.com/

Creative Capital Wealth Management Group logo

Advisors from Creative Capital Wealth Management Group have been nationally cited in the Wall Street Journal Online, American Banker, Christian Science Monitor, and Kiplinger’s Personal Finance, and have been featured in numerous local publications such as Main Line Today, Philadelphia Business Journal, Chester County Life, and Main Line CEO.

Disclaimer: Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor.