Hello and Welcome,
I’m Bob Harris, a Private Wealth Manager at Creative Planning. I lead a team of credentialed specialists dedicated to serving Cerner associates and their families whose needs include:
- Financial Planning
- Investment Management
- Tax Preparation and Consulting
- Estate Planning
- Insurance and Risk Management
Like Cerner, Creative Planning is Kansas City-based with entrepreneurial origins, located just minutes from Cerner’s campuses. As of January 2020 we have more than $47 billion of assets under management*, 600+ associates and clients in all 50 United States.
(* Please see important disclosure information)
Because Cerner plays such a vital role in the Kansas City business community, my team and I are dedicated to ensuring that your wealth management needs are met. Our goal is to provide you with access to the expertise you and your family need – coupled with the highly personalized service you want – from a wealth management firm.
To support our Cerner-designed services, we offer:
- A free initial consultation
- An in-depth understanding of Cerner-provided benefits, including equity incentives
- Discounted Estate Planning and Wealth Management services for Cerner associates who are Creative Planning wealth management clients
- Articles, podcasts and videos curated by Creative Planning, click here for the full library
- Educational events – both live and virtual
- A free copy of the New York Times best-selling book, The 5 Mistakes Every Investor Makes and How to Avoid Them by Creative Planning President Peter Mallouk, JD, MBA, CFP®.
A sample of our informative content, selected for its relevancy to Cerner associates, includes:
- Article: Handling Overconcentrated Company or Employer Stock Positions
- Article: Managing Restricted Stock Positions and Tax Impacts
- Article: 2020 Tax Guidelines for HSAs, Charitable Gifts and Retirement Plans
- Article: Why to Not Believe Everything in the Media
- Podcast Series: Hear directly from Peter Mallouk, Director of Education Jonathan Clements and our credentialed wealth management, tax and insurance specialists.
Like Cerner, Creative Planning is a Kansas City success story, and we understand the needs of associates working in high-growth organizations. Our accolades include:
- Recognition in a New York Times article – click here
- Named by Barron’s three times as the “No. 1 Independent Wealth Management Firm in America” click here
- Named by CNBC twice as the “No. 1 Independent Wealth Management Firm in America” click here
My team and I are here to help Cerner associates, so let us know how we can help you. As a fiduciary, we always operate in your best interests, and we do not sell others’ proprietary products or earn their commissions.
To schedule a conversation or free initial consultation, send me an email, or reach out to me however is convenient for you.
5454 W. 110th Street
Overland Park, KS 66211