Client Access:
Our Promise:
At Creating & Managing Wealth, you and your Financial Security are at the center of our hearts, minds, and actions—everyday. We rally our team around you, delivering compassionate, integrative financial planning for you and your family. We offer clear information, powerful, and thorough strategies and options—all based on your needs. We honor your needs, respect your decisions, and offer to share your journey of financial security.
Licensed Financial Representatives
Financial Representatives with Creating & Managing Wealth provide professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees.
Our Mission
Creating & Managing Wealth is the home of integrative and compassionate Financial Planning.
INTEGRITY STATEMENT:
Nothing hidden, being truthful and honest, doing complete work, working from an empowering context, and doing very well what you do, doing it as it was meant to be done or better without cutting corners. In other words, honoring one’s word. Doing what you know to do, doing what you said you would do and on time, doing what others would expect you to do even if you haven’t said that you would, saying when you are not going to be doing something as soon as you realize you won’t be doing it or won’t be doing it on time.
Our Service Standards
Our purpose is to provide the Caring Standard.
We offer commitment, trust, responsiveness, compassion, and knowledge for all those who come into contact with us.
- We take OWNERSHIP in all that we do.
- Our goal is to HELP others in need
- We are PROFESSIONAL at all times.
- We are fully ENGAGED in our relationships and our work.
Our Stakeholder Bond:
As Stakeholders, we trust and value each other as special members of the Creating & Managing Wealth family. We appreciate all unique talents, optimism and energy. We are empowered to make a difference and we are grateful for the dedication we share with our clients, and one another, every day! We are the heart of the Caring Standard. We offer commitment, trust, responsiveness, compassion, and knowledge for all of those who come in contact with us. We recognize our exceptional contributions to our community, and strive to make Creating & Managing Wealth the best place to work. Together, we celebrate our commitment to make a real and lasting difference in the lives of one another, and the people we serve.
OUR VISION:
To be recognized and trusted by people who are in need of Financial Planning as the premier firm for helping them achieve their financial goals.
OUR MISSION:
Creating and Managing Wealth is the home of integrative and compassionate Financial Planning.
OUR VALUES:
- Positive
- Compassionate
- Empowering
- Ethical
- Responsive
- Innovative
- Team-Spirited
Creating and Managing Wealth, LLC
Irving Branch
5201 N. O’Connor Blvd., Suite 200
Irving, Texas 75039
(972) 831-8866
Creating and Managing Wealth, LLC
Tulsa Branch
6333 S. Memorial Dr., Suite B
Tulsa, OK 74133
(918) 622-2422
Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. 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.
We make no representation as to the completeness or accuracy of information provided at any third-party site. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
IMPORTANT INFORMATION: This site has been prepared solely for information purposes 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. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Capital Analysts and Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.