Call Us: 1.866.273.2848 Client Login Home|Services|Comprehensive Wealth Management Comprehensive Wealth Management At Creative Planning, you can be confident you’re getting the most out of your wealth knowing your investments, taxes, and estate plan are working harder, together. All the expertise. All the advice you need. All in-house. When you choose to partner with Creative Planning, you work with a diverse team of specialists to create a custom, comprehensive plan specifically designed to help you enjoy your wealth, today and far into the future. These professionals collaborate to develop custom private wealth management solutions, integrating the expertise of our in-house CPAs, attorneys, CERTIFIED FINANCIAL PLANNERTM practitioners, investment specialists and insurance professionals. As your partner, we provide a full suite of services under one roof, with a focus on integrating all aspects of your financial life into a comprehensive, actionable financial plan. Services to Meet All of Your Financial Needs As a full-service private wealth manager, we have a wide range of offerings, delivered by a diverse team of experts, including: Financial Planning Investment Management Tax Preparation and Planning Trust and Estate Planning Retirement Planning Insurance International Wealth Consulting Business Services Institutional Services We seamlessly integrate these services to execute upon your wealth planning objectives and help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Your Interests First We take time to understand your goals for the future and implement a wide range of financial planning strategies to optimize your portfolio, simplify your financial decision-making process and capitalize on opportunities. As Registered Investment Advisory firm, we have a fiduciary obligation to act in your best interests. We make decisions based on your needs only. As an independent firm, we are not tied to a family of funds, we make recommendations that we believe are best suited for you. We will never put you into a cookie-cutter portfolio or sell you products you don’t need. Simple, Transparent Fees How much do you pay to your current advisor? If you don’t know, there’s a problem. Creative Planning provides independent, fee-based, comprehensive wealth advisory services. We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We grow alongside your portfolio. We succeed when you succeed. Interested in learning more about how we can help your money work as hard as it can towards your goals? Contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. Our Service Offerings We are nationally recognized for our commitment to excellence in wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products. COMPREHENSIVE WEALTH MANAGEMENT Your investments, taxes and estate—optimized to work together. LEARN MORE INVESTMENT MANAGEMENT No standard portfolios. No set-it-and-forget-it plans. LEARN MORE TAX PREP & PLANNING Smart strategies to help you keep more of what’s yours. LEARN MORE TRUSTS & ESTATE PLANNING Guiding the preservation and transfer of wealth to your loved ones. LEARN MORE FINANCIAL PLANNING Personalized recommendations to help you reach your goals. LEARN MORE RETIREMENT PLANNING A clear roadmap to support your income and desired lifestyle in retirement. LEARN MORE INSURANCE Protect your wealth, health, property, and livelihood. LEARN MORE INTERNATIONAL Helping Americans abroad navigate the financial nuances of global life and work. LEARN MORE FOR INSTITUTIONS Operations, governance, and portfolio management for endowments, foundations, charities, and other nonprofit organizations. LEARN MORE FOR BUSINESSES Managing your company’s retirement plan; conducting valuations to know its worth. LEARN MORE Book Your Free Meeting We serve clients nationwide and abroad. Set up your free, no obligation consultation today. Why not give your wealth a second look? BOOK TODAY Recent Articles Year-End Financial Planning Four Questions to Ask Your Advisor at Your Next Review Meeting Explainer Video: Asset Location Strategies The Rules of Gifting for the Season of Giving Our Services © Copyright 2021 | Creative Planning, LLC | All Rights Reserved