School District Superintendents

Celebrate The Future Now

Retirement planning is about one thing - creating a future you can celebrate and enjoy with your loved ones. Helping you secure that future, the one you envision, is our goal for you.

The Right Choice

At CMW, we can't wait to begin celebrating your retirement, even if it's years away. We want to be part of your journey, to help make your retirement as fulfilling and enriching as you envision it. Let's get started creating and managing the wealth that will help enable you to enjoy the retirement that you deserve. We can't wait to show you why CMW is "The Right Choice" for your financial and retirement planning.

Join.Me

Creating & Managing Wealth specializes in personal financial services in partnership with superintendents and administrators. Christina Gears, CEO, has clients all over the United States and specializes in working with them during all aspects of their life.

Our advisors have the capability for you to meet virtually no matter where you are located in the United States. We use a program called Join.Me that allows you to view your financial planning document as it is being created during your meeting.

Creating and Managing Wealth is proud to sponsor the following organizations:

  • TASA - Texas Association of School Administrators (2009 - Present)
  • ALAS- Association of Latino Administrators and Superintendents (2009 - Present)
  • NABSE - National Alliance of Black School Educators (2009 - Present)
  • TCWSE - Texas Council of Women School Executives (2011 - Present)
  • As well as many other local and state organizations that foster the growth and development of educators and executives.

Superintendents

 

 

 

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.

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