Creative Planning
Creative Planning is an independent wealth management firm providing top-notch services to high net worth clients since 1983. It aims to provide individuals and institutions with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. The firm specializes in designing and managing customized financial portfolios that optimize the probability of success.
SERVICES
- Private Wealth Management
- Financial Planning
- 401(k) Services
- Insurance Planning
- Tax Services
- Estate & Trust
- Retirement Planning
- Institutional Services
- Corporate Services
Assets under management: $90 billion (as of June 30, 2021)