Get a Second Opinion From a Fiduciary Advisor
Review your financial plan, investments and tax strategy to see if you're on track to achieve your goals. If you're not, we'll build a plan to help you get there.
What you can expect from Creative Planning:
- A complimentary consultation to unlock your wealth potential
- A fierce advocate who will act in your best interests
- No commissions on advisory recommendations
- A customized investment portfolio unique to you
- A comprehensive financial plan with recommendations on all
Schedule a 15-minute introductory call to get your second opinion
* Available to individuals and families in the U.S. with $100,000+
What You Can Expect
Step 1
Get to Know You
Your relationship with an advisor is important. We want to know your hopes, dreams and financial goals. We'll meet you wherever you are in your financial journey to make sure you're on the right path.
Step 2
Build a Custom Plan
The information you share will be used to create a tailored plan unique to you. So whether you're still accumulating wealth or nearing retirement and looking to retain or transfer assets, we'll build a plan that's right for you.
Step 3
Execute Recommendations
Your financial plan will include customized investment portfolios, estate planning recommendations, advice to protect your assets and strategies to minimize taxes. And as your life changes, we'll adjust your plan to maintain its focus on helping you toward achieving your goals.
#1 Independent Advisory Firm (2017)*
Named to Top RIA List (2014-2020)*
Named to Top RIA List (2012-2022)*
Why Use a Fiduciary Financial Advisor
As a fiduciary, we're always looking out for your best interests. This includes looking at all aspects of your financial life. We'll start by learning what matters most to you as well as what your goals are and when you want to achieve them. Then we'll work with our in-house specialists in tax, estate and insurance to provide you with a customized financial plan unique to you.
Simple, Transparent Fee Structure
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 succeed when you succeed.
