We want to hear your stories.
At Creason-Edwards & Cimarolli, we really love getting to know who you are. Our day-to-day is richer and much more enjoyable when you pay us a visit and share your stories with us -- we’re happy to share some of ours too!
To summarize our process in one sentence, we’d say “As long as it takes.”
We’re mostly interested in seeing you feel confident and in control while you work towards your financial dreams -- it doesn’t matter how many meetings are required.
When we meet with you to discuss planning strategies, we take the time to learn about your family, your business and your plans for the future. Only after we have a sound understanding of who you are and what you want out of life will we present the solutions and tax strategies that best fit your long-term needs.
More importantly, we want you to start thinking about new financial dreams!
And the only way to do that is to get more sleep-filled nights and have less money stress. From our introductory meeting to our review meetings, when we’re meeting with you, there are nobody else’s goals and dreams we’re more concerned about.