Creative Plan Designs, Ltd.

Hi, Ron here.

I used to work for one of the legacy consulting firms.  I liked the work and loved my clients, but not the environment:  it was the old model of fixed salaries, billable quotas and limited time off.  The incentives for owners vs. others were way out of sync.

I didn’t want to live like that anymore, so our schedule has been completely flexible from the start.  All of our employment offers say:  “As long as you can meet our clients’ needs, you may have almost complete flexibility as to when you work.”

With that simple change, we made life better for our team and our clients.  Everyone is paid based on their case load, so hours at the office don’t necessarily translate to extra compensation, but efficiencies create more personal time. When our clients say “jump” we gladly say “how high?”

And there’s more.  We contribute a percentage of each year’s profits to a bonus and profit sharing pool, so our whole team has a strong incentive to be efficient, productive and successful. We pay for the employee’s continuing education and everyone gets 12 days a year of paid time off to do community service in addition to liberal PTO and random office closings.

Many business owners would call this “giving away the store”.  Maybe it is, but you know what?  It’s worked wonderfully.  We’ve been in business for over 40 years now – and our average employee is with us for 19 years and we’re still growing, doing great work and having fun.

We’re not going back to the old model.  We’d rather have two people working 40 hours a week than one working 80 hours. We can respond better to our clients’ needs because we aren’t already overloaded with day-to-day work.

So…totally committed employees coupled with being only one of 37 firms nationally that’s CFEX certified. 

So, if you think your retirement is important, and you want to work with happy, creative, competent, motivated people, email me at  or give me a call at 516.742.6123.

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