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Privacy and Security: At Creative Wealth Planning, our customers are our number one priority. We respect the personal information of our customers and work hard to keep it secure and private by consistently reviewing and monitoring our practices. An important component of our policies includes protecting all nonpublic personal information (NPI), collected through the application process or transactions with our customers. This includes data such as names, addresses, driving history and credit information. Our use of NPI is limited to supporting our customers' insurance product needs and to servicing policies and claims.
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Creative Wealth Planning, LLC

1981 Marcus Avenue, Suite C-119
Lake Success, NY 11042

20086 Waters Edge Drive, Suite 503
​Boca Raton, FL 33434


Phone: 516-502-4270
Fax: 718-228-9538
​Email: [email protected]
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