FINANCIAL PLANNING

Many of life’s greatest moments – marriage, children, career advancements, retirement – present different opportunities to evaluate your financial situation. You ask yourself questions like:

  • Am I investing in the right asset classes?
  • How does this affect my financial goals?
  • Am I prepared for the future?

Many people make financial decisions based on emotions, which more often than not can lead to the wrong move at the wrong time. At Creative Planning, we are here to help you make deliberate and strategic choices.

PUTTING THE PIECES TOGETHER FOR YOU

We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life, from estate planning, income taxes, risk management and portfolio management to retirement, education, asset protection and charitable planning.

Your dreams and objectives aren’t like anyone else’s. We understand that you are an individual with your own goals and priorities, and that understanding informs everything we do on your behalf. Our services are comprehensive and tailored to your life and your goals. Whether you are planning for the arrival of your first child or your last day of work, we can lay out a path that leads to success.

If you want to know if your advisor is working in your best interest, ask this question:

“Are you a financial advisor who acts as a fiduciary 100% of the time when it comes to my investments?”

At Creative Planning, the answer is a resounding “yes,” but believe it or not, we are in the minority. Many financial advisors are brokers; in fact, about 90% of advisors are not required to act as fiduciaries at all times when it comes to providing investment advice.

Creative Planning has been nationally recognized for our commitment to excellence in financial planning and wealth management. Our comprehensive approach to financial services gives you an entire team focused on helping you reach your goals, including a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), a certified public accountant (CPA), insurance specialists and attorneys. We surround our clients with a team of credentialed, educated, experienced and action-oriented advisors dedicated to putting your plan into action.

Bottom line: At Creative Planning, we know your investment decisions, both long-term and short-term, should be as unique as your DNA. And we treat them that way.

Meet us. Then you’ll see how our approach is different.