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Office: (717) 369-2300

Fax: (717) 369-2600

1698 Path Valley Road

Fort Loudon, PA 17224

rachel.martin@planningpays.net

cfd Investments and Creative Financial Designs Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Investment Advisory Services are provided through Creative Financial Designs, Inc., a registered Investment Adviser. Securities offered by cfd Investments, Inc. a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902. 765-453-9600. Neither cfd Investments, Inc. or Creative Financial Designs, Inc. offer legal or tax advice.

Tax services offered through Forge Financial's Tax & Services Branch are services provided by qualified professionals directly, and not through cfd Investments, Inc. or Creative Financial Designs, Inc.

The Homes & Land Branch of Forge Financial does not offer investment opportunities to the public, nor does Forge Financial make recommendations in real estate investments. The Homes and Land Branch describes real-estate business conducted by Forge Financial but does not relate in any way as a description of services offered to the public, except as it relates to the potential for a person or entity to rent property.

The Homes & Land branch is not associated with cfd Investments, Inc. or Creative Financial Designs, Inc.

The term “Branch” as used on this site is referring to a division of Forge Financial, not necessarily a particular branch location. Some services are provided at certain office locations only.

The CFP® certification is owned by Certified Financial Planner Board of Standards, INC (CFP Board). CFP® is used by individuals who meet initial/ongoing requirements.