Creative Retirement Solutions Group

At Creative Retirement Solutions Group, clients are family. As a part of our family, you receive customized financial planning advice and insightful investment management strategies, based on your goals and risk levels, so that you can plan to focus on yourself, your family, your career and enjoy retirement.


Team

Mary Sheahan

Client Service Specialist,

Financial Planning Assistant

Roles & Responsibilities

  • Client meeting coordination
  • Client communication and service
  • Financial plan accountability follow-up
  • Special project management
  • Record keeping and form processing
  • Social Media management
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