Insights

Growing Retirement Tech Creative Retirement Planning recently launched a retirement assessment tool, indicating a focus on leveraging technology to deliver innovative, personalized services to seniors, which presents opportunities to sell complementary digital solutions or technology platforms.

Niche Market Focus With a specialized emphasis on retirement income planning, tax reduction, and estate strategies for clients planning their retirement, the company offers tailored financial products and services that align well with providers targeting senior and high-net-worth demographics.

Potential Market Opportunity Operating within the $1 million to $10 million revenue range and with a small team, Creative Retirement Planning presents a compelling opportunity for software vendors, marketing agencies, or service providers to offer scalable and targeted solutions aimed at expanding its technological capabilities.

Client-Centric Approach The company's commitment to simple, straightforward strategies and client-focused transparency indicates an openness to adopting customer relationship management tools, educational content providers, or engagement platforms to enhance client interactions.

Competitive Positioning Though a small firm, Creative Retirement Planning operates in a competitive landscape with major financial services corporations; partnering with them or supporting their growth initiatives could open pathways into a niche market with personalized services, especially as they expand their digital tools.

Similar companies to Creative Retirement Planning, LLC

Creative Retirement Planning, LLC Tech Stack

Creative Retirement Planning, LLC uses 8 technology products and services including Site Kit, jsDelivr, Open Graph, and more. Explore Creative Retirement Planning, LLC's tech stack below.

Site Kit
Analytics
jsDelivr
Content Delivery Network
Open Graph
Content Management System
Google Cloud
Infrastructure As A Service
jQuery Migrate
Javascript Libraries
Lightbox
Javascript Libraries
WP Engine
Platform As A Service
IONOS
Web Hosting

Media & News

Creative Retirement Planning, LLC launches retirement assessment tool.
Creative Retirement Planning launches new retirement assessment tool to uncover untapped financial opportunities for seniors.
Mar 21, 2025 | allsportstoday.com

Creative Retirement Planning, LLC's Email Address Formats

Creative Retirement Planning, LLC uses at least 1 format(s):

Creative Retirement Planning, LLC Email Formats	Example	Percentage

Frequently Asked Questions

Where is Creative Retirement Planning, LLC's headquarters located?

Creative Retirement Planning, LLC's main headquarters is located at 441 Wolf Ledges Parkway Suite 400 Akron, Ohio United States. The company has employees across 1 continents, including North America.

What is Creative Retirement Planning, LLC's official website and social media links?

Creative Retirement Planning, LLC's official website is retirementonly.com and has social profiles on LinkedIn.

What is Creative Retirement Planning, LLC's SIC code NAICS code?

Creative Retirement Planning, LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Creative Retirement Planning, LLC have currently?

As of February 2026, Creative Retirement Planning, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Business Owner: E. S.. Explore Creative Retirement Planning, LLC's employee directory with LeadIQ.

What industry does Creative Retirement Planning, LLC belong to?

Creative Retirement Planning, LLC operates in the Financial Services industry.

What technology does Creative Retirement Planning, LLC use?

Creative Retirement Planning, LLC's tech stack includes Site KitjsDelivrOpen GraphGoogle CloudjQuery MigrateLightboxWP EngineIONOS.

When was Creative Retirement Planning, LLC founded?

Creative Retirement Planning, LLC was founded in 2005.

Creative Retirement Planning, LLC

Q: What technology does Creative Retirement Planning, LLC use?

Creative Retirement Planning, LLC's tech stack includes jQuery Migrate, Google Tag Manager, Gravity Forms, Site Kit, Contact Form 7.

Financial ServicesOhio, United States2-10 Employees

In 2005, Ron Tetley started Creative Retirement Planning to help more people retire with the lifestyle they imagined. Our team wants to help you enjoy today, while planning for tomorrow. Our areas of expertise include income planning, tax reduction, estate planning, and preservation of assets. 

At Creative Retirement Planning, we simplify the complex task of retirement by offering straightforward strategies to our clients that work for their retirement goals. We assure you that we will always be open and prioritize your best interests. We understand that our clients don’t want a complicated explanation; they want a simple solution, and they want the peace of mind that they will succeed.

https://www.simplicitywealth.com/social-media-disclosures/