The 2022 TCWSE Annual Conference will be an in-person event January 29-30, 2022, at the Austin Convention Center. The theme is Dream It. Believe It. Claim It. Be It. We hope you’ll join us!
Join FASA and WE LEAD for the first educational leadership conference for women in Florida. Sesions will touch your heart with topics to support you in everyday living and striving for a healthy work-life balance. Speakers will feature Florida and national leaders in education and business to leave you inspired and refreshed. There has never been a more important time to take care of yourself and refill your cup so you can continue to serve others around you. Join your fellow colleagues to explore what makes your heart beat.
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.
Creating & Managing Wealth is the home of integrative and compassionate Financial Planning.
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.
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.
Creating and Managing Wealth is the home of integrative and compassionate Financial Planning.
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.
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