Company Philosophy

Our mission at Creative Benefit Strategies, Inc. is to provide the highest quality of service to all of our clients. We build relationships by embracing professionalism and seeking excellence. We are committed to providing our clients with optimum retirement planning strategies based on their unique situation and objectives.

Highlights –

• We assign a dedicated pension administrator for every plan.
• Our professionals have the expertise to handle all aspects of plan consulting, design and administration.
• Our professionals remain proactive on any new regulations and notify our clients of any changes in the law and how it will affect their plan.

"Both our attorneys and accountant remarked that you have done such a great job with the plan." 
- David H. Levine, MD