Strategic Financial Planning / In Partnership With Creative Financial Network
A Plan For What
You've Built.
And What's Next.
I'm Seth Shaw, an Air Force veteran backed by the team at Creative Financial Network, an independent financial planning group serving 10,000+ households. We start with your full picture: retirement, savings, income, and protection, and build a strategy around it.
- USAF veteran owned
- Independent, not tied to one company
- Backed by Creative Financial Network
- Serving all 50 states
How we think about your money
The whole picture
before any one product.
A real plan looks at everything you have before it touches any single product. Here's the order we work in.
Your timeline
Retirement & Legacy
IRAs, 529 college funding, income and asset protection, and estate analysis, built around when you actually want to retire.
01Your growth
Investment Strategy
Managed with my Creative Financial Network team (in conjunction with Osaic Wealth): stocks, bonds, mutual funds, and index funds matched to your goals and timeline.
02
Who's behind this
I'm Seth Shaw.
Air Force veteran, man of faith, family first. I spent 20 years helping people protect their health. Now my team and I help families build and protect their financial future, backed by Creative Financial Network, an independent financial, risk, and wealth management group with over 100 years of combined team experience and 10,000+ households served.
I'm based in Nevada, serving clients in all 50 states, and I personally coordinate your plan, looping in my team for retirement, investment, and estate work wherever it's needed.
No scripts read at you. No pressure. No games.
We start with a real conversation about where you stand and where you want to go. If what you already have is solid, I'll tell you that and shake your hand.
Visit Creative Financial Network at cfnsfl.com →Who's in your corner
One planner.
A whole team behind him.
You
A real conversation about your goals, your timeline, and what you already have in place.
Seth Shaw
Your point of contact. I coordinate the whole plan and personally handle protection planning when it's part of the picture.
Creative Financial Network
Retirement, investment, and estate specialists with 100+ years of combined experience and 10,000+ households served.
Osaic Wealth
Investment management through affiliated professionals of Creative Financial Network in conjunction with Osaic Wealth, Inc.
How it works
Four steps.
Zero pressure.
Quick call about your goals
Not a pitch. Just where you are and where you want to go.
We map where you stand
Savings, protection, and timeline, all in one picture.
You get a plan in writing
Protection only when it's actually needed.
You decide what to do
It's your plan. No pressure, ever.
Families we've helped
Real plans.
Real families.
A few plans we've put together. Names shortened for privacy.
Next generation
Chris S.
Set up a multi-generation wealth strategy for his kids (the "waterfall" method) to start building a financial foundation for the next generation.
Retirement
The Denison Family
Consolidated an old 401(k) into a strategy built for long-term growth, without adding a dime in new contributions.
Future income
Gabe S.
He's using a properly structured cash-value strategy under IRC Section 7702 to build income he may access tax-free in retirement.
Client outcomes vary based on individual circumstances, product selection, and performance. Strategies described are not a guarantee of future results.
Learn the basics
The three buckets
of your money.
A short walkthrough of how each type of account is taxed, and why having money in all three can give you more control in retirement.
For educational purposes only. Not tax, legal or investment advice. Tax treatment depends on your situation and current law.
Free resources
Run your own
numbers first.
Want to look at your own numbers before we talk? My Creative Financial Network team publishes these free, no login required.
Calculators
Run your own retirement and savings numbers.
CFNSFL.COM →Articles
Plain-English reads on retirement, taxes, and planning topics.
CFNSFL.COM →Videos
Short explainers that break down key financial concepts.
CFNSFL.COM →Glossary
Financial terms from A to Z, so the jargon stops being a barrier.
CFNSFL.COM →Straight answers
Questions
people ask.
What does a consultation cost?
Nothing. The first conversation is free and there's no obligation. If a strategy makes sense to move forward on, we'll walk through real numbers together.
Will you personally manage my investments?
My Creative Financial Network team, in conjunction with Osaic Wealth, handles investment management. I coordinate your overall plan and personally handle protection planning when it's part of the picture.
Do you help with retirement accounts like IRAs?
Yes, through my team at Creative Financial Network: IRAs, 529 college funding, and retirement income strategy are all part of what we plan around.
What states can you work with?
All 50 states. I'm based in Nevada and serve clients nationwide.
I'm a veteran. What about my SGLI/VGLI?
This one matters to me personally. SGLI ends when you separate and VGLI premiums climb every 5 years. As a USAF veteran myself, I'll walk you through exactly what you have and whether it still makes sense as part of your plan.
Start here
Your free
financial review.
Tell me the basics and I'll take it from there. No spam, no pressure, no obligation.