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, we 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, we provide a comprehensive range of services to help ensure that every aspect of your retirement is planned out. Together, we 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 and securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Creating & Managing Wealth, LLC and Lincoln Investment are independent and non-affiliated entities.

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