Creative Business Strategies Inc.

Welcome

Creative Business Strategies, Inc., specializes in Business Owner Exit Planning (www.exitplanning.com), Employee Incentive and Retention Plans, Nonqualified Deferred Compensation Plans and Estate & Insurance Planning. Princor Registered Representatives and Financial Advisors, Mark Gerber and Jim Morrison are Certified Financial Planner™ practitioners with over 35 years combined experience in successfully assisting professionals, executives, and business owners in their personal and/or business financial planning needs.

Creating a successful plan for you and your business requires a coordinated effort. Creative Business Strategies, Inc., works with you to carefully craft your financial strategies.

Creative Business Strategies, Inc., can help you:

Create exit strategies to assist you in leaving your business when you want to and on your terms.

Design and implement a business continuation plan to help preserve your business in the event that a partner or owner dies, becomes disabled or leaves the business.

Develop exit strategies to help maximize your financial return, reduce your income tax liability and increase the chances of a successful transition.

Implement strategies to help you recruit, reward and retain selective key employees.

Design nonqualified benefit plans for selective employees, to overcome the limitations placed on them by qualified retirement plans.

Create strategies to close the "retirement gap" successful owners, executives and professionals generally experience.

Whatever the situation, Creative Business Strategies, Inc., stands ready to assist with personalized analysis and recommendations to find the best solutions for businesses and professionals to meet their financial goals.

Securities and advisory products offered through Princor Financial Services Corporation, 800/247-4123, member SIPC. Insurance issued by Principal National (except in New York), Principal Life and the companies available through the Preferred Product Network®, Inc. Mark Gerber and Jim Morrison, Princor Registered Representatives, Financial Advisors, Senior Financial Representatives. Principal National, Principal Life the Preferred Product Network., and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Creative Business Strategies is not an affiliate of any company of the Principal Financial Group®.