JENNIFER ALFORD

PRESIDENT

*Jennifer L Alford offers products and services using the following business names: Creative Financial Partners – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Creative Financial Partners or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

 

***Check the background of Jennifer Alford at FINRA's BrokerCheck***. 

MY
STORY

I started working in the financial services industry back in 1994 when I was a high school student.  My mom worked as an assistant in the industry and wanted me to fill an internship position. She never imagined it would turn into my career! I fell in love with how a financial professional can affect a person's life. I set my sights, right then and there on becoming the best female financial professional I could become! Over 20 years later I am still in love with the profession.

Being a female in this industry is rare as most of the professionals are male. This has forced me to find my voice, learn to communicate more succinctly and know when to take a stand on items - each of which I use while working with clients or my agents.

In 2005, three other financial professionals and I formed Creative Financial Partners. Located in Perrysburg, Ohio, we have earned a reputation as independent thinkers who focus on what is best for the client. We have no captive arrangements with any investment or insurance company.

In 2016 I became the president/managing partner of CFP. We're still in the same offices as we started back in 2005, and we now employ 30 agents and staff.

 

Accomplishments

  • Happily married since 2001 to my high school sweetheart Chris.

  • We are proud parents to a wonderful, shelter dog "Charley Girl."

  • In 2015 I was NAIFA's Agent of the Year.

  • Five years prior, NAIFA named me one of 4 Under 40 agents to watch!

  • On a local level, I was named 20 under 40 by the Toledo Business Journal.

 

 

 

*Jennifer L Alford offers products and services using the following business names: Creative Financial Partners – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Creative Financial Partners or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

 

***Check the background of Jennifer Alford at FINRA's BrokerCheck***. 

WOMEN & RETIREMENT

There are milestones that many women will experience over their lifetime.  Career, Marriage, Home, Family, Retirement are just a few. Working with a financial professional will help ensure
you are protected and prepared for what life may throw at you.

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Procrastination is the biggest mistake women make when it comes to their finances. As women we always want to take care of others but like the flight attendants say: "You must place the oxygen mask on your face before you can help others."

 

 
 
SERVICES

I am very proud to offer these comprehensive services to all of my clients:

Retirement Planning*

Estate Planning*

College Funding*

Investment Planning*

Life Insurance

Long-Term Care Insurance

Disability Income Insurance

Health Insurance

Many of my clients are business owners.  They rely on me for:

401(k), 402(b), IRA and SEP

Buy-Sell Agreement Funding

Health Insurance (Individual and Group)

Business Succession Planning

Disability Income Insurance (Individual and Group)

CORE BELIEFS

You should live a happy life and understand money is just a tool.

Money cannot control you unless you give it power.

It is important to invest wisely and according to your risk tolerance.

It is important for you to continue to provide for those you love, even after your death.

 
 
LET'S TALK

I value the chance to chat with you about your future and any investment questions you may have. Please call me at:  419.873.8500

My office is located at: 

1070 Commerce Drive

Building 3

Perrysburg, Ohio 43537