Financial Planning Services

Comfort through Clarity - The Power of Building a Financial Plan
Make An AppointmentAbout Me

What Exactly is the Benefit of working with Black Creek Wealth Management?

The Basics

I have worked hard to achieve my dream of becoming a private investment manager and financial planner. Now that I have achieved my dream… I would like the opportunity to help you work towards yours.

Come be a name, not a number.

Focus Areas

  • Develop individual plans, unique to  you, focusing on figuring out your situation
  • Invest for anyone that would finds  value in using a local Fiduciary to  handle investment  management for them with  taxes a focus 401(k), IRA, Taxable Accounts
  • Introduce local CPA’s/Attorneys for assistance with estate planning

What I Can Help You With

Retirement Planning

Financial Education

Portfolio Management

Wealth Preservation

U

Cash Flow Management

Investment Management

Retirement Strategies

Alternative Investments

How i work with others

I have designed my firm to focus on what I care about most: seeing people get more with their hard-earned money. Being confident and comfortable with your investments and financial plan is a key component of your success and ability to live in financial peace and abundance. It is my job to help educate you, find the appropriate resources, and guide you along the way.

Cory Shrader_Headshot

Consulting

Consulting means meeting you where you want to be met. These choices are designed for individuals who wish to maintain control while recognizing the benefits of collaborating with a proficient professional. I’ve been working with all types of clients over my 15 years in investing and trading, financial planning, and real estate. This option enables you to receive tailored assistance according to your preferences from a knowledgeable specialist, all at an affordable price point accessible to everyone.

All Services are charged on a PER HOUR BASIS

Don’t worry, I DO NOT sell insurance products or make commissions from anything I recommend. I am a fiduciary who focuses on how to help you maximize your assets by keeping things as low-cost and tax-friendly as possible.

How we Serve:

  • Investing- Build out Investment Portfolio and/or Investment Reviews 
  • Trading- Help you build and implement Trading Strategies
  • Real Estate- Building Real Estate Income Porfolios and/or

Using leverage to buy Rentals or Second Home/Vacation

All types of Financial Planning 

Retirement/Income/Estate/Budgeting

Investing For You

Private 1-on-1 Fiduciary Relationship

I work with you to find the best way to work towards your goals as quickly and safely as possible.
I will review your current investments and see how best to complement what you are doing. I do not push a button and sell everything to put into a “model” investment strategy. This approach stands apart from the typical standardized method employed by other advisory and brokerage/bank firms. Once reviewed, we discuss how the strategy is handled relative to your goals as well as your tax situation. Asset location is a big part of this. Putting your assets in the right accounts matters.

​Fee Structure:
​Total Assets Under Management

Annual Fees

  •  Up to $500,000 / 2.0%
  • $500,001 – $750,000/ 1.50%
  • Over $750,000-1M / 1.25%
  • 1M+ / 1.00%

Investing For You

Private 1-on-1 Fiduciary Relationship

I work with you to find the best way to work towards your goals as quickly and safely as possible.
I review your current investments and see how best to complement what you are doing. I do not push a button and sell everything to put into a “model” investment strategy. This is different from the normal cookie-cutter approach used at other advisory, brokerage, and bank firms. Once reviewed, we discuss how the strategy is handled relative to your goals as well as your tax situation. Asset location is a big part of this. Putting your assets in the right accounts matters.

​Fee Structure:
​Total Assets Under Management

Annual Fees

  •  Up to $500,000 / 2.0%
  • $500,001 – $750,000/ 1.50%
  • Over $750,000-1M / 1.25%
  • 1M+ / 1.00%

Additional Services

Market timing

alternative growth and income

Covered call writing

HOLISTIC FINANCIAL PLANNING- HELPING YOU SCALE AND MAINTAIN ALL
ASPECTS OF YOUR FINANCIAL LIFE

I am a holistic financial planner who uses a comprehensive strategy that includes your values, goals, and experiences with money. Rather than focusing on planning for individual life stages or using a product-based approach, I take every aspect of your financial life into account.

I Also Provide Monthly Event

The New Investors Club and  Young Investors Clubs are a 1 hour townhall-sytle conversation focused around the following areas:

– Budgeting

– Saving

– Investing

– Debt Management

– Financial Planning

Frequently Asked Questions

What does an investment management service entail?

Investment management involves the professional management of your investment portfolio. This service typically includes selecting investments, diversifying the portfolio, monitoring performance, and making adjustments to align with your goals and risk tolerance.

What's the difference between a financial planner and an investment manager?

A financial planner provides comprehensive advice on various aspects of your financial life, including budgeting, retirement planning, tax strategies, estate planning, and more. An investment manager focuses specifically on managing your investment portfolio to achieve your financial objectives.

How often should I review my financial plan and investments?

Regular reviews are essential to ensure your plan stays aligned with your changing goals and market conditions. Quarterly or annual reviews are common, but the frequency might vary based on your circumstances.

Are there any guarantees in investing with a financial planner?

No investment comes with guarantees, as all investments carry some level of risk. However, a qualified financial planner can help you make informed decisions, diversify your portfolio, and manage risk according to your risk tolerance and goals.