Creating & Managing Wealth, LLC

CMW's representatives offer Fixed and Variable Annuities*, Mutual Funds*, Life Insurance, Long Term Care Insurance, IRA and Roth IRA accounts, & 529 College Savings Plans.*

Retirement Planning

As baby boomers, you will soon experience a new kind of retirement that is complex and challenging. Your longer life expectancy means your retirement may last as long as your career. This new retirement should have you asking some important questions. CMW can help you answer these questions.

Estate Planning - Not Just For The Wealthy

Regardless of age or family circumstances, everyone should have an estate plan. Is yours in place and up to date? We can help you create a new plan, or simply review and make any necessary changes to your existing plan.

College Savings Plans (529s)

An important financial goal. According to a 2001 survey conducted by IHR Research, 86% of parents say that saving for education is their top financial priority for their children. However, current savings habits show that few parents are doing enough to meet the rising cost of college.

Financial Planning for Educators

CMW's representatives have helped over 7,000 educators with over $150 million in assets.

We have been providing consulting services to educators and other non profit organizations in DFW for over 12 years. Our representatives have a long record of helping clients reach their financial goals, whether it is helping them plan for retirement or putting their children through college. Whether you are starting out your career or reaching retirement, our representatives are trained to help you maximize your resources and provide you with sound financial recommendations.

Special Services for School District Superintendents

Workshops/Seminars and personal consultation to find programs to fit your district's needs.

Tax Preparation1

Who prepares your tax return? Are they finding all of the deductions special to educators?

CMW will find them.

Personal Financial Planning

Financial Planning is a process and not a "one time fix." People's goals, jobs, and situations change. As these things shift, so should your financial plan. Our representatives will meet with you on a regular basis to help ensure that your current plan matches your goals and continues to work with the changing tax laws and investment rules.

Tax Sheltered Accounts

CMW's representatives* specialize in tax sheltered retirement vehicles that are available to educators and those working for certain nonprofit organizations. These special plans can offer different benefits compared to other retirement and saving options.

CMW is an agency member of the National Tax Sheltered Accounts Association (NTSAA).

Seminars & Personal Consultations

CMW provides seminars for school employees on retirement plans, and we will explain the options in plain English. The paperwork and the entire process to retire can be complicated and overwhelming. We are familiar with not only the paperwork but the options available and relevant to educators. Enjoy dinner while educating yourself on Teacher Retirement System and the options available only to you. Click here to see our upcoming dinner workshops.

Our representatives provide one-on-one consultations on campus.

1 Lincoln Investment Planning and Creating & Managing Wealth, LLC. shall not be obligated to take action or offer any accounting, legal or tax advice involving action on our behalf or your behalf. You are encouraged to engage qualified accounting, legal, and tax services from professional providers for those areas of need.

*Advisory Services and Securities offered through Lincoln Investment Planning, Inc.

Registered Investment Advisor, Member FINRA/SIPC.

Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.