About Us
Who We Are
Creative Retirement Planning, Inc. is a licensed mortgage broker and financial planning firm proudly serving homeowners across Western Washington. With over forty years of experience, we are committed to offering responsible, transparent, and integrity-driven financial solutions tailored to our clients’ unique retirement goals.
In addition to holding a Mortgage Broker license, Creative Retirement Planning, Inc. is also a Registered Investment Adviser and a licensed Insurance Agency in the State of Washington. Our firm is dedicated to maintaining full compliance with all regulatory requirements, and we operate only in states where we are properly registered or exempt from registration.
We do not offer individualized investment advice, facilitate securities transactions, or provide insurance or mortgage services for compensation in jurisdictions where we are not appropriately licensed. Our goal is to provide informed guidance and trustworthy service to support your financial well-being in retirement.
Dave Nute, RICP®, CLU®, ChFC®
Retirement Income Certified Professional™
Dave is dedicated to helping clients navigate their financial future with confidence. As a licensed Insurance Agent (WA 196191), Investment Advisor Representative (CRD 237-5384), Mortgage Loan Originator (NMLS #91704) with Creative Retirement Planning, Inc. (NMLS #1175810, CRD #237-5384 and WADIC #778943), Dave offers expert guidance in retirement income strategies, investments, mortgages, and financial planning. Contact him at (800) 562-9514 to learn more.
