Creative Retirement Planning, Inc. - David Nute NMLS# 91704 W Washington St, Sequim

Creative Retirement Planning, Inc. - David Nute NMLS# 91704 Reviews

• J

  John Van Ackeren
  5

  Dave began assisting us with our financial accounts over 10 years ago which has allowed us to enter retirement with a sound financial base. While working, Dave provided assistance for investing in financial products to enhance our accounts later used for retirement. He diversified our accounts which included stocks, bonds, a reverse mortgage, and several annuities. He also advised obtaining an umbrella policy on our home for extra security for unexpected issues. We trust his advice and are pleased to have a comfortable retirement. We have enjoyed working with Dave.

• R

  Rea Olliffe
  5

  We began working with Dave on our retirement savings plan about six years ago. Dave was very good about listening to what we wanted and prepared several investment options to suit our desires. We wanted a rather conservative low risk plan and Dave has delivered to our expectations. Dave is also very responsive whenever I need to reach out for information or to schedule an in person meeting. We are very pleased with Dave's service.

• S

  Suzanne Raley
  5

  My husband and I met Dave Nute in 2007 when we realized we needed help with financial advice for our retirement planning. Dave was very thorough in assessing our situation and discussing different options to consider. Over the years Dave has continued to work with us. He has also helped with organizing our RMDs each year. Dave makes himself available to meet whenever there is a need. He has been, and continues to be, a competent and responsible financial advisor.

• R

  Richard Fink
  5

  We have been with Creative Retirement Planning for over 10 years during that time Dave has been a valued asset to our financial goal and retirement plan. Dave's insight and guidance allowed us to retire two years earlier than planned. Dave is ALWAYS very responsive to any questions or concerns we have. But to me his guidance to a long term care option has been priceless. As a diabetic I had been turned down on three different occasions for a long term care policy. Dave found me an annuity policy that gave us 3 times our investment for long term care and if not used our initial investment would be returned and even better no monthly premiums. Which has been a great relief to I and my wife. Richard P. Fink Commander/US Navy/Retired

• m

  musketeerflyer
  5

  Dave has been handling our entire retirement portfolio since 2012. We wanted to be relatively conservative and he set us up with a diversified portfolio that has grown more than we imagined. He also set up long term care insurance for us, which we were concerned about. We are grateful for his help, and especially the peace of mind knowing that our finances are in good hands.

• B

  Beverly Heder
  5

  Dave Nute is a lifesaver! My husband and I were in desperate need of sound financial advice and we found the answer in Dave Nute. He was so caring and competent, knowledgeable and understanding and non-judgmental of our situation. Dave realized what we needed to do and he devised a personal plan for us which led us on a path to financial security. Dave deserves all 5 stars!

• s

  susan glover
  5

  Dave has helped us with our financial decisions for several years now! We appreciate his sound business advice and knowledge. If you read this before January 16th or 21st Dave is having a seminar at the Paradise Restaurant in Sequim. We will be going, if you need any information just give him a call. All of us are just trying to figure out how to continue forward. Dave can help us guide that ship. We look forward to seeing him at the seminar in January! Merry Christmas and Happy New Year!!

• K

  Kathleen LaBelle
  5

  Dave represented me in the refinance process of my reverse mortgage. He is well-connected in the mortgage finance community that led to a lower interest rate, efficient customer service, and fast results. Dave kept me informed throughout the entire process. His professional, quality service was nothing less than impressive.

• B

  Barb Byers
  5

  Dave was able to guide me through the Reverse Mortgage process and kept me informed every step of the way. He was always available to answer questions and was able to clarify what I did not understand. I really enjoyed working with him and would gladly refer him to anyone seeking Retirement plans of any sort as he is very professional and knows this business well.

• H

  Henry Stanford
  5

  Dave Nute has been assisting my wife, Lois, and me, for more than 10 years. Way bac then, we had all our assets in thirty-day T-Bills, paying a nominal, annual, interest rate of 5% to 5.5%. When those good years, for savers, anyway, came to an end, Dave Dave suggested an alternative investment strategy involving transferring these assets to an insurance company. Now, after ten years, we are able to withdraw amounts from our investment after ten years of interest compounding. I can't recommend Dave too highly, as we are benefiting from his advice. Thank you, Dave. Henry King Stanford