Chris Creed, CFP®, CPWA®
Chris Creed is an adviser for Caprock. Chris creates customized wealth planning strategies unique to highly affluent clients.
Phone: 512.220.2051 | Email: ccreed@caprock.com | Website: www.caprock.com
Latest articles by Chris Creed, CFP®, CPWA®
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I Sold My Business … Now What?small business The rich cash infusion that comes from selling a business can create a liquidity conundrum that's a challenge to manage.
By Chris Creed, CFP®, CPWA®
small business -
Smart Tips for Estate Planning: Write Your Will Like George Washington Didretirement The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps by keeping these three principles in mind: communication, clarity and customization.
By Chris Creed, CFP®, CPWA®
retirement -
7 Tips for Raising Wealthy Kids to Be Socially Responsibleretirement To avoid raising spoiled, entitled kids, some parents clam up about their wealth entirely. That's not the answer. Instead, get talking and teaching and be open about your finances.
By Chris Creed, CFP®, CPWA®
retirement
