Business Details
21 Years
experience
Expert Retirement Planning Services in Akron, OH
Creative Retirement Planning was founded in 2005 by Ron Tetley, whose personal experience with financial hardship after his father's sudden death inspired him to help others achieve financial security. Our firm specializes in retirement income planning, tax review and analysis, insurance, retirement accounts, and succession planning, serving clients in Akron, Ohio, and beyond. We prioritize simplicity, transparency, and client-centric solutions, ensuring all financial strategies align with individual goals. With over two decades of experience, we emphasize safety and growth in wealth preservation, utilizing guaranteed, insured, and interest-bearing investments.Our team combines advanced technology like Advanced Income Solutions with personalized guidance to maximize monthly income while minimizing tax liabilities. We operate as fiduciaries, committed to ethical standards and client trust, and are affiliated with Simplicity Wealth, LLC, an SEC-registered investment adviser. Our approach focuses on long-term relationships, education, and tailored strategies to help clients pursue stress-free retirement lifestyles.
Services
Income Planning
Tax Review & Analysis
Retirement Accounts
Insurance
Succession Planning
Details
- Year established: 2005
Highlights and features
- We offer over two decades of specialized retirement planning expertise.
- Our fiduciary commitment ensures client interests always come first.
- We utilize advanced technology for guaranteed income and tax efficiency.
- Transparent communication with no hidden fees or complex jargon.
- Comprehensive strategies tailored to individual financial goals and risks.
Associations and certifications
- SEC
What people say
Stress-free planning
Expert guidance
Transparent fees
Tailored strategies
Peace of mind
Services
Income Planning
Our income planning service designs strategies to maximize monthly retirement income while preserving principal. Using Advanced Income Solutions software, we create sustainable cash flow plans that reduce tax burdens and ensure financial stability. Clients benefit from guaranteed returns through insured investments tailored to their risk tolerance and lifestyle goals.
Tax Review & Analysis
We conduct comprehensive tax reviews to identify savings opportunities and optimize retirement accounts. Our analysis focuses on tax-efficient withdrawals, minimizing liabilities, and leveraging tax-advantaged vehicles. This service ensures clients retain more of their income while complying with evolving tax regulations.
Succession Planning
Our succession planning aligns estate assets with financial objectives, ensuring smooth wealth transfer to beneficiaries. We coordinate wills, trusts, and insurance policies to protect assets and reduce probate complexities. This service provides peace of mind for clients seeking to leave a legacy while maintaining control during their lifetime.
Retirement Accounts
We manage retirement accounts like IRAs and 401(k)s with customized investment strategies. Our approach balances growth and safety through diversified, insured portfolios. Regular performance reviews ensure alignment with market conditions and client goals, prioritizing long-term stability over short-term volatility.
Insurance
Our insurance solutions protect against healthcare costs, asset depletion, and unexpected events. We offer life insurance, annuities, and risk management plans tailored to retirement needs. Policies are designed to complement overall financial strategies, ensuring clients maintain financial security regardless of market fluctuations.
People
Ron Tetley
Founder and President
Ron Tetley, a financial advisor since 1994, founded Creative Retirement Planning in 2005. He specializes in retirement and estate planning, leveraging over 25 years of experience to guide clients toward financial security. Ron resides in Wadsworth, Ohio, with his family.
Isaac Tetley
Vice President & Partner
Isaac Tetley, a licensed insurance agent since 2017, focuses on risk management and client education. He brings expertise in business management and tax strategies, forming lasting relationships with clients. Isaac lives in North Olmsted with his dog, Kirby.
Jessica Whitson
Marketing Director
Jessica Whitson manages marketing initiatives and client relationships. With a background in sales and customer service, she emphasizes personalized communication. Jessica resides in Medina, Ohio, and enjoys traveling and family time.
James Tetley
Sales Assistant
James Tetley supports client interactions and sales operations. His experience in customer service and physical labor roles informs his approachable style. James lives in Wadsworth with his fiance and pets.
Anna Popa
Office Manager
Anna Popa oversees administrative operations and client support. With a degree from Baldwin Wallace University, she prioritizes client relationships and continuous learning. Anna enjoys theater, golf, and reading in her free time.
Questions
What retirement planning services do you offer?
We provide income planning, tax analysis, insurance, retirement account management, and succession planning tailored to individual goals.
Are you fiduciaries?
Yes, we operate as fiduciaries, prioritizing client interests above all financial decisions and recommendations.
How do you charge for services?
Our fees are transparent and disclosed upfront, with no hidden charges or commissions on recommended products.
Do you work with out-of-state clients?
While based in Ohio, we serve clients nationwide through virtual consultations and digital tools.
What makes you different from other advisors?
Our focus on guaranteed income solutions, tax efficiency, and client education sets us apart in retirement planning.
How often do you meet with clients?
We schedule regular reviews and are available for ad-hoc consultations to adjust plans as life circumstances change.
