Most wealth management firms place the burden on your shoulders to build your team. Somehow in the midst of your busy life and unique career, you are supposed to not only know what your dream house should look like, but also how it should be built, and (more importantly) what experts you need to hire in the first place. Oh yeah, and you need to be able to trust that they are putting your interests above theirs, coordinating with each other, coordinating with you, all while making sure it is all synchronized to meet your specific needs. No thanks.
We take a very different approach. At Creative Planning, you will partner with a credentialed advisor who serves as the “foreman” and is tasked with partnering with the “developer” (you) to take your vision and create a blueprint for execution. Much like a skilled homebuilder, a prudent advisor leverages a team of in-house experts for the parts of your house that require specialized skills and credentials. These experts include an estate planning attorney, a Certified Public Accountant (CPA), a bookkeeper and a risk manager, all with experience in working directly with clients in the sports and entertainment industry.