About Us

What makes Creating & Managing Wealth Unique?

  • TRS experts specializing in the State Retirement System
  • Executive team focus on Superintendents and Executives
  • Holistic Approach
  • Creating & Managing Wealth financial representative's offer an integrated approach that meets the unique needs of Educators, including:
    • 403(b) / Educator 401(k)
    • ROTH IRA / Traditional IRA/ Rollover IRA
    • Mutual Funds
    • Partial Lump Sum Option (PLSO)
    • Buying Back TRS Years
    • Long Term Care
    • Tax Sheltered Annuities
    • 529 Plans
    • Retirement Projection

Our Philosophy

Finding the resources and discipline to invest regularly for retirement is challenging for many people. Knowing how to invest your money may present an even bigger challenge. A financial representative can help you lay the groundwork for a successful investment plan tailored to your financial goals, risk tolerance and time frame, as well as recommend appropriate investments that can help you reach your retirement savings goals. As knowledge brokers, we provide resources to assist our clients in building a secure financial foundation for their future.

About CMW

Useful Links and Downloads

 

Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer Member FINRA/SIPC. Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 03/12. Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111. 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, Financial Representatives of Creating and Managing Wealth, LLC offer advisory services and securities through Lincoln Investment Planning, Inc. and may only transact business in a particular state if first registered and only after complying with registration requirements.

Make an Appointment Make an Appointment