Mick Owens
Mick Owens is the Founder of CFD Companies, including cfd Investments, Inc. (Broker/Dealer) and Creative Financial Designs, Inc. (RIA).
Mick began his career in the financial services profession in 1969 after graduating from Indiana State University with a Bachelor of Science in mathematics.
Mick has been heavily involved in risk management, estate planning, and cash flow planning for both individual and corporate clients. As his client base grew and their needs changed, they continually asked Mick to provide them with additional financial services because they were so satisfied with the results of his other work on their behalf. As a result of clients' requests, he founded various companies and brought in specialists of different types to provide them with tax planning, tax preparation, investment planning, and financial planning expertise.
Mick's mission has always been to help his clients make their hopes and dreams become a living reality. To achieve that mission, he utilizes a conceptual approach. You must figure out where you are - what you own and owe, what your income and expenses are, your tax situation along with current investment yields - and where you want to get to! His job is to figure out the most tax-wise, efficient manner to get you there. To accomplish this task, his firm belief is that "You Gotta Have a Plan!". Success comes to clients, as with any worthwhile endeavor - because it was planned for. Any venture requires a plan as the foundation.
Cutting-edge knowledge is necessary to maintain clients' plans at the optimum efficiency. Mick is a big believer in education. He has received the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College, as well as being a Certified Financial Planner licensee of the CFP Board of Standards. He annually keeps his knowledge current by obtaining several hours of continuing education credits through the Financial Planning Association and Society of Financial Service Professionals.
Mick is based out of Creative Financial Centre® in Kokomo, Indiana.
Mick Owens
Mick Owens is the Founder of CFD Companies, including cfd Investments, Inc. (Broker/Dealer) and Creative Financial Designs, Inc. (RIA).
Mick began his career in the financial services profession in 1969 after graduating from Indiana State University with a Bachelor of Science in mathematics.
Mick has been heavily involved in risk management, estate planning, and cash flow planning for both individual and corporate clients. As his client base grew and their needs changed, they continually asked Mick to provide them with additional financial services because they were so satisfied with the results of his other work on their behalf. As a result of clients' requests, he founded various companies and brought in specialists of different types to provide them with tax planning, tax preparation, investment planning, and financial planning expertise.
Mick's mission has always been to help his clients make their hopes and dreams become a living reality. To achieve that mission, he utilizes a conceptual approach. You must figure out where you are - what you own and owe, what your income and expenses are, your tax situation along with current investment yields - and where you want to get to! His job is to figure out the most tax-wise, efficient manner to get you there. To accomplish this task, his firm belief is that "You Gotta Have a Plan!". Success comes to clients, as with any worthwhile endeavor - because it was planned for. Any venture requires a plan as the foundation.
Cutting-edge knowledge is necessary to maintain clients' plans at the optimum efficiency. Mick is a big believer in education. He has received the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College, as well as being a Certified Financial Planner licensee of the CFP Board of Standards. He annually keeps his knowledge current by obtaining several hours of continuing education credits through the Financial Planning Association and Society of Financial Service Professionals.
Mick is based out of Creative Financial Centre® in Kokomo, Indiana.
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