About Don Creech

Commissions Create an Inherent Conflict of Interest Between a Client and the Advisor. Therefore, We Receive NO Commissions from Any Action Taken by Our Clients

As Fee-Only wealth managers, we work with you to develop an investment approach that fits your goals with our capabilities. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives.

Dear prospective client:

My name is Don Creech, President and founder of Investor Resources. I'd like to thank you for visiting our website to learn about our company and commitment to helping you reach your financial goals.

In 1965, like many of my peers, I started my career in financial services as a salesman. For the next two decades, economic and tax law changes provided a kaleidoscope of opportunities. Tax law and industry changes continually altered investors' interest in insurance products, mutual funds, cattle, real estate and deep tax shelters, equipment leasing, oil wells and cable TV. With each "opportunity" there was a new set of prospects that needed to determine what was appropriate for them. It became obvious to me that my clients needed to develop a long-range strategy rather than continually chase the current investment fad.

In 1979, I was introduced to and trained in comprehensive planning while working for a national Wall Street brokerage firm. Motivated to know more, I earned my Certified Financial Planner™ credential in 1984. Creating financial plans for clients changed my responsibilities from "selling" current investments to "focusing" on each client's greater needs. As a result, I developed stronger relationships with clients and became increasingly uncomfortable with the inherent conflict of interest whenever commissions were involved.

While meeting with peers in April of 1988, I proposed a new business model that would give the clients' needs and welfare priority over my own. I clearly explained the conflict of interest created by commissions and offered an alternative. In 1990, I created Investor Resources, Inc. to provide investment and planning strategies to clients exclusively in a "fee for service relationship."

This "fee for service relationship" supports our primary goal, which is to make a positive difference in the lives of our clients. We help our clients define what is ultimately important to them in life and create a road map to achieve it. Through our role as consultants, we oversee the details of financial management and increase our client's freedom to travel, visit family, pursue hobbies and charitable activities. We make ourselves accountable and provide our clients with a sense of security and peace of mind that enhances their chosen lifestyles.

Over the years, I have worked with numerous company retirement plans. Responding to the increasing needs of plan sponsors to document a disciplined review process for their employees, I completed additional courses in fiduciary responsibilities. In 2002 I was certified as an ACCREDITED INVESTMENT FIDUCIARY™ by the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business at the University of Pittsburg.

Again, thank you for taking the time to visit our website and learn about our services. We look forward to the opportunity of becoming a part of the team helping your family and will work hard to earn your business.

Sincerely,

Don Creech

Certified Financial Planner™
The term "financial planner" is used by many financial professionals. CFP® and CERTIFIED FINANCIAL PLANNER™ help you identify financial planners who are committed to competent and ethical behavior when providing financial planning services. CFP® Practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process. In addition to significant education and experience requirements, they must pass a comprehensive exam that tests their personal financial planning knowledge and skills, continually update their abilities and abide by a strict Code of Ethics.

ACCREDITED INVESTMENT FIDUCIARY™
The ACCREDITED INVESTMENT FIDUCIARY™ professional designation was introduced by the Center for Fiduciary Studies in October of 2002. It is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination.

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