Saint Luke’s Health System is co-sponsoring the Pooled Investment Program (PIP, or Program) with Creative Planning, Inc. to promote financial health and wellbeing for employees and their families. There is no obligation for employees to enroll and no cost to Saint Luke’s to co-sponsor the Program.
About Creative Planning
Creative Planning is an independent registered financial advisor that provides “best in class” expertise in wealth management, tax management, estate planning, wills, trusts, insurance / risk management and more. A team of experts including CPA’s, lawyers, risk managers, wealth managers and others may be assigned and work collaboratively with employees to construct a comprehensive and customized plan for their financial health and well-being.
The minimum investment is $500,000. Employees may include immediate family members and legal spouses in the Program. Details on PIP and frequently asked questions (FAQ) are available below. If you are ready to request a meeting, click to get started below.