School District Superintendents

What if these were all true about your financial life?

  1. You had experience and knowledge of the regulatory laws.
  2. You had programs that offer a myriad of options.
  3. Rather than buying disjointed products, you were consistently able to deposit money into a strategic plan.
  4. You were able to work with the same person, no matter which district or state you moved to.
  5. You had comprehensive follow-up, and follow-through communication on your financial future.

This is some of what Creating & Managing Wealth can do for YOU!
Creating & Managing Wealth specializes in financial services for superintendents. Contact us to find out how much we can do for you and your district.

Large City Schools Superintendent conference - hosted by the Calgary Board of Education.

Creating and Managing Wealth is proud to sponsor the following organizations:
NABSE - National Alliance of Black School Educators (2009 - 2010)
NCCAT - North Carolina Center for the Advancement of Teaching (2010)
TASA - Texas Association of School Administrators (2009 - 2011)
TCWSE - Texas Council of Women School Executives (2011)
as well as many other local and state organizations that foster the growth and development of educators and executives.

  Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer Member FINRA/SIPC. Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 02/10
Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111