AIKEN, SCHUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoHours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
5130 Woodside Executive Court
Aiken, SC 29803
Office Contact:
(Main) 803-642-8480
Let’s take your next financial step together!
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
Creative Financial Strategies, a HUB International Company, is a South Carolina based firm of professional financial services practitioners. The firm serves both corporate and individual clientele seeking broad-spectrum advice and implementation services in the areas of comprehensive and area focused personal planning*, wealth management, employee financial education, and executive benefit financial education and planning. Corporate clientele range in size from midsized, closely held firms to some of South Carolina’s largest employers to Fortune 200.
We encourage you to explore our site. If we may respond to questions or you would like more information please call us at 803-642-8480. We look forward to serving you.
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Upcoming Events
Take a look at upcoming events hosted by our firm.
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
3 Big Risks You Might Face After Retiring
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
![[Video] Q2 2025 Economic and Market Commentary](https://www.hubrpw.com/wp-content/uploads/2025/07/Screenshot-2025-07-15-at-2.04.10 PM.png)
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...
Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
June Market Commentary: Markets Search for Solid Ground
Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
5130 Woodside Executive Court, Aiken, SC 29803
Office Contact:
(Main) 803-642-8480
We’re by your side for all your needs, in business and in life.
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