What Makes Us Stand Out

cfd Investements

Download a snapshot of cfd Investments, Inc.

Creative Financial Designs

Download a snapshot of Creative
Financial Designs.

Our key strengths include our commitment to being a firm of integrity regardless of circumstances. Our commitment is to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances. Our commitment is to helping our advisers place the mission of helping people achieve their goals and objectives before the commission earned by the Advisers while attempting to help them teach stewardship and demostrate Kingdom Values.

To achieve our Mission, we intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs. We believe many Advisers who do not profess to be Christians are moral, ethical, technically competent, and put clients’ needs first. While others who profess Christ might actually be charlatans, our goal is to have Christian Representatives who walk The Walk, serve well, and are good stewards with their time, talent, and treasure. While recruiting Non-Christian advisers who are willing to put their clients needs first without jamming Jesus down their throat.

BRENT OWENS

PRESIDENT

While our clients are not obligated to implement their plans through us, most want to! As a result, we created other CFD companies to offer quality products for the implementation process. The CFD family of companies was formed to give advisers a single resource to fulfill all their clients needs.

KRIS HALE

VICE PRESIDENT

The CFD companies are the outgrowth of a singular financial organization founded in 1969. The intent then and now is to build a firm started by an adviser, for advisers, to serve their clients by always placing client needs ahead of the needs of the firm and its advisers.

KREGG ROOZE

VICE PRESIDENT

We Believe “You Gotta Have a Plan!” We are devoted to bringing you and your clients top quality comprehensive Investment Management and Financial Planning Services. Let us show you how we can provide the right services and the right products that your clients need and require to meet their financial goals!

 

Commitment

Our commitment is to help our Advisers serve their clients in the manner we would like to be served if we were in their circumstances

 

Pioneers

We are one of the early pioneers in the financial planning movement who believed clients should have planning services available on a fee basis without being obligated to implement products through the Broker/Dealer that the Adviser represents.

 

Goal

Our goal is to have Advisers who walk The Walk, serve well, and are good stewards with their time, talent, and treasure.