Creative Planning
Creative Planning is a recognized independent wealth advisory firm that manages over $300+ billion in combined assets. The firm and its family of companies provide comprehensive wealth management to clients in all 50 states and abroad, including investment management, financial planning, tax planning, retirement, and charitable planning. The firm specializes in designing and managing customized financial portfolios that optimize the probability of success. Creative Planning's fiduciary financial advisors and wealth managers work with in-house CPAs and attorneys to look at all elements of your financial life to ensure your money is working as hard as it can for you, day in and day out.
CREATIVE PLANNING SERVICES
Comprehensive Wealth Management.
Your investments, taxes and estate—optimized to work together.
Investment Management.
No standard portfolios. No set-it-and-forget-it plans.
Strategic Tax Planning.
Smart tax strategies to help you keep more of what's yours.
Estate Planning & Trusts.
Guiding the preservation and transfer of wealth to your loved ones.
Financial Planning.
Personalized recommendations to help you reach your goals.
Retirement Planning.
A clear roadmap to support your income and desired lifestyle in retirement.
Insurance.
Because protecting your wealth is as important as growing it.
International.
Helping Americans abroad navigate the financial nuances of global life and work.
Business Owner Services.
Managing your company's retirement plan and conducting valuations.
Retirement Services.
Employee retirement plan and fiduciary services for companies of all sizes.
Investment Advisory & OCIO Services.
Operations, governance, and portfolio management for endowments, foundations, charities and other nonprofit organizations.