--- title: Creekmur Wealth Advisors | Certified Financial Planner, CFP (2) description: Certified Financial Planner, CFP | We help create true wealth and retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do. (2) --- - [Reserve A Consultation](https://creekmurwealth.com/contact-us/) - Client Access - [Client Access](https://creekmurwealth.com/client-access/) - [Legacy Club](https://creekmurwealth.com/ambassador-program/) - [Request An Update With Your Advisor](https://creekmurwealth.com/current-clients/) [![Creekmur Wealth Advisors](https://blog.creekmurwealth.com/hs-fs/hubfs/Creekmur%20Wealth%20Advisors%20Logo.png?width=460&height=104&name=Creekmur%20Wealth%20Advisors%20Logo.png "Creekmur Wealth Advisors")](https://creekmurwealth.com) - [Team](https://creekmurwealth.com/creekmur-wealth-team/) - [Locations](https://creekmurwealth.com/locations/) - [Wealth Solutions](https://creekmurwealth.com/wealth-solutions/) - Resources - [In the Media](https://creekmurwealth.com/in-the-media/) - [Planning Tools](https://creekmurwealth.com/planning-tools/) - [Webinars](https://creekmurwealth.com/webinar/) - [Blog](https://blog.creekmurwealth.com/blog) - [Events](https://creekmurwealth.com/events/) - [Contact Us](https://creekmurwealth.com/contact-us/) - [Join Our Team](https://content.creekmurwealth.com/join-our-team-0) - [Team](https://creekmurwealth.com/creekmur-wealth-team/) - [Locations](https://creekmurwealth.com/true-wealth-process/) - [Wealth Solutions](https://creekmurwealth.com/wealth-solutions/) - Resources - [In the Media](https://creekmurwealth.com/in-the-media/) - [Planning Tools](https://creekmurwealth.com/planning-tools/) - [Webinars](https://creekmurwealth.com/webinar/) - [Blog](https://blog.creekmurwealth.com/blog) - [Events](https://creekmurwealth.com/events/) - [Contact Us](https://creekmurwealth.com/contact-us/) - [Client Access](https://creekmurwealth.com/true-wealth-process/#) - [Client Access](https://creekmurwealth.com/client-access/) - [Legacy Club](https://creekmurwealth.com/ambassador-program/) - [Request An Update With Your Advisor](https://creekmurwealth.com/current-clients/) ## Educate, Encourage, Empower ## [What Goals Do You Want to Accomplish In the New Year?](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year) Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 9:00 AM on January 17, 2022 [![](https://blog.creekmurwealth.com/hubfs/canstockphoto59199333.jpg)](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year) # *3 Steps You Can Take Accomplish Your Goals In 2022* When the time comes to put a new calendar up on the wall, you have the opportunity not only to reflect on the year gone by but also to plan for the year to come. You may be planning to send a child to college, purchase a new vehicle, take a family vacation, or go after a big promotion at work. With all the incredible experiences you have on the horizon, it can be easy to forget about those to-do list items that don't spark that same feeling of excitement as the goals themselves. 3 Things to Help Achieve Your Goals In The New Year [Read More](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year) 0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year#comments-listing) Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Goals](https://blog.creekmurwealth.com/blog/tag/goals), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp) ## [6 Reasons Why You Need a Financial Planner-part 2](https://blog.creekmurwealth.com/blog/6-reasons-part2-0) Posted by [Creekmur Wealth Advisors](https://blog.creekmurwealth.com/blog/author/creekmur-wealth-advisors) on 9:00 AM on May 4, 2021 [![](https://blog.creekmurwealth.com/hubfs/blog-creekmur-investing-101.jpg)](https://blog.creekmurwealth.com/blog/6-reasons-part2-0) As students of Behavioral Finance (how people make money decisions), we've witnessed a trend toward self-directed investing and financial planning. Some recent studies point to the fact that a growing number of investors prefer managing their financial interests without professional assistance. [Read More](https://blog.creekmurwealth.com/blog/6-reasons-part2-0) 0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/6-reasons-part2-0#comments-listing) Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp) ## [What to expect during your first meeting at Creekmur Wealth.](https://blog.creekmurwealth.com/blog/what-to-expect-during-your-first-meeting-at-creekmur-wealth) Posted by [Creekmur Wealth Advisors](https://blog.creekmurwealth.com/blog/author/creekmur-wealth-advisors) on 1:35 PM on October 21, 2020 [![](https://blog.creekmurwealth.com/hubfs/blog-annuities-words-of-caution.jpg)](https://blog.creekmurwealth.com/blog/what-to-expect-during-your-first-meeting-at-creekmur-wealth) You've done it! You've scheduled your introductory meeting with a financial advisor. **You're taking control of your financial future, but you have a lot of questions about what happens next.** Rest assured, you're not alone. We have found that many of the people who talk to a Creekmur Wealth advisor  for the first time weren't sure what to expect, how much to share, or even what documents they should provide. Whether this first conversation happens on the phone, in one of our offices, or by video meeting, we want you to feel comfortable and understand what to expect. [Read More](https://blog.creekmurwealth.com/blog/what-to-expect-during-your-first-meeting-at-creekmur-wealth) 0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/what-to-expect-during-your-first-meeting-at-creekmur-wealth#comments-listing) Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Stay focused on objectives](https://blog.creekmurwealth.com/blog/tag/stay-focused-on-objectives), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp), [getting started](https://blog.creekmurwealth.com/blog/tag/getting-started) ## [Are all financial advisors the same?](https://blog.creekmurwealth.com/blog/are-all-financial-advisors-the-same) Posted by [Creekmur Staff](https://blog.creekmurwealth.com/blog/author/creekmur-staff) on 3:01 PM on October 19, 2020 [![](https://blog.creekmurwealth.com/hubfs/blog-annuities-words-of-caution.jpg)](https://blog.creekmurwealth.com/blog/are-all-financial-advisors-the-same) One of the misconceptions we are faced with in the financial services industry is the idea that all “financial people” are the same. We sometimes hear the question, **"What is the difference between the advisors at Creekmur Wealth and the insurance agent or broker's office down the street?"** [Read More](https://blog.creekmurwealth.com/blog/are-all-financial-advisors-the-same) 0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/are-all-financial-advisors-the-same#comments-listing) Topics: [Wealth Advisor](https://blog.creekmurwealth.com/blog/tag/wealth-advisor), [Wealth Management](https://blog.creekmurwealth.com/blog/tag/wealth-management), [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Investment Advisor](https://blog.creekmurwealth.com/blog/tag/investment-advisor), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp) [Previous](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp/page/1) [All posts](https://blog.creekmurwealth.com/blog/all) Search Our Site ### Subscribe Here! ### Recent Posts ### Posts by Tag - [Financial Planning (109)](https://blog.creekmurwealth.com/blog/tag/financial-planning) - [Retirement (72)](https://blog.creekmurwealth.com/blog/tag/retirement) - [Investing (54)](https://blog.creekmurwealth.com/blog/tag/investing) - [Uncategorized (44)](https://blog.creekmurwealth.com/blog/tag/uncategorized) - [Planning (27)](https://blog.creekmurwealth.com/blog/tag/planning) - [Investments (24)](https://blog.creekmurwealth.com/blog/tag/investments) - [Stock Market (24)](https://blog.creekmurwealth.com/blog/tag/stock-market) - [market volatility (18)](https://blog.creekmurwealth.com/blog/tag/market-volatility) - [market risks (17)](https://blog.creekmurwealth.com/blog/tag/market-risks) - [saving and investing (17)](https://blog.creekmurwealth.com/blog/tag/saving-and-investing) - [Investments and risk (16)](https://blog.creekmurwealth.com/blog/tag/investments-and-risk) - [Build True Wealth (15)](https://blog.creekmurwealth.com/blog/tag/build-true-wealth) - [Certified Financial Planner, CFP (14)](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp) - [Goals (13)](https://blog.creekmurwealth.com/blog/tag/goals) - [From John's Desk (11)](https://blog.creekmurwealth.com/blog/tag/from-johns-desk) - [Investment Portfolio (11)](https://blog.creekmurwealth.com/blog/tag/investment-portfolio) - [Roth IRA (11)](https://blog.creekmurwealth.com/blog/tag/roth-ira) - [Life Insurance (10)](https://blog.creekmurwealth.com/blog/tag/life-insurance) - [Saving (10)](https://blog.creekmurwealth.com/blog/tag/saving) - [Wealth Management (10)](https://blog.creekmurwealth.com/blog/tag/wealth-management) - [taxes (10)](https://blog.creekmurwealth.com/blog/tag/taxes) - [long term objectives (9)](https://blog.creekmurwealth.com/blog/tag/long-term-objectives) - [IRA (8)](https://blog.creekmurwealth.com/blog/tag/ira) - [Annuities (7)](https://blog.creekmurwealth.com/blog/tag/annuities) - [Insurance (7)](https://blog.creekmurwealth.com/blog/tag/insurance) - [Social Security (7)](https://blog.creekmurwealth.com/blog/tag/social-security) - [Build Wealth (6)](https://blog.creekmurwealth.com/blog/tag/build-wealth) - [Retirement Income (6)](https://blog.creekmurwealth.com/blog/tag/retirement-income) - [Market turbulence (5)](https://blog.creekmurwealth.com/blog/tag/market-turbulence) - [RetirementRSS (5)](https://blog.creekmurwealth.com/blog/tag/retirementrss) - [Social Security income (5)](https://blog.creekmurwealth.com/blog/tag/social-security-income) - [Tax Benefits (5)](https://blog.creekmurwealth.com/blog/tag/tax-benefits) - [Taxes in Retirment (5)](https://blog.creekmurwealth.com/blog/tag/taxes-in-retirment) - [Tolerating Risk with Investments (5)](https://blog.creekmurwealth.com/blog/tag/tolerating-risk-with-investments) - [Why is my portfolio not performing? 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