Opening Doors to Your New Future

At Creating & Managing Wealth, LLC, we are one of a few financial plan consulting firms specializing in providing the resources for clients in the Education industry. As knowledge brokers, our representatives provide an integrated financial planning approach in educating our clients so you can make the most informed decisions at every stage of your career- during the accumulation period, the transition into retirement, and the most critical time, when managing distributions in retirement.

At CMW, our representatives provide a comprehensive range of services to help ensure that every aspect of your retirement is planned out. They will create the strategic financial roadmap you need to help you reach your retirement goals. Our staff includes TRS experts specializing in the State Retirement Systems.

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Christina W. Gears Financial Planning for Educators CMW Newsletter
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Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisors with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

When you link to any websites provided here, you are leaving this site.  We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving www.cmwfinancial.com and assume total responsibility for your use of the sites you are visiting.