Integritas + Creative Planning

Whether you are fresh out of medical school, an industry veteran, or approaching retirement, Creative Planning can help.

Schedule a Call

Integritas has aligned with Creative Planning to serve your wealth management needs.

Fiduciary

Trusted

Transparent

Over $325 Billion

In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024.*

50 States and Abroad

Providing financial peace of mind nationwide and in 90 countries.

465+ CFP® Professionals

A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your money.

*Industry disclaimer information

Being part of the Integritas family means you have access to a suite of services at a negotiated rate.

Creative Planning can help you create a comprehensive and customized solution to help in the areas of investments, taxes, asset protection, estate planning, risk management, and more.

Complimentary Assessment

I encourage you to schedule a call or visit with the team at Creative Planning to take advantage of a complimentary assessment of your personal financial situation along with a special offer for team members of Integritas!

Schedule a Call

Services Tailored to Providers’ Pain Points

Taxes

Nobody likes paying more taxes than is truly necessary. There are many ways to mitigate taxes depending on your situation. Here are some of the most frequently asked questions.

How should I file my taxes, and under what filing status?
Should I contribute to a 401(k), IRA, or other? What is best for my taxes?
How do I invest outside of my retirement accounts for maximum tax benefit?
How do I buy real estate and maximize all the associated tax advantages?
How do I minimize what I pay in estate taxes?
How do I make charitable donations and maximize the benefit?
What else do I need to be doing to maximize all my tax benefits?

Personal Risk

Being in a prominent profession may put you at greater risk not only of med mal claims, but also lawsuits from creditors, divorce, and other unplanned events.

Estate planning and entity creation for personal and business needs
Complex Trusts for unique family situations, business needs, and real estate
Insurance when a financial or legal gap may present itself

Investments

Most providers lack the time, desire, and expertise to maximize their high earnings potential.

And performance must be viewed as the best rate of return after accounting for risk, fees and taxes. Providers often have far more complexity than your typical investor, which means the need to maximize all areas of opportunities are greater.