Integritas + Creative Planning

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

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

Fiduciary

Trusted

Transparent

Over $354 Billion

In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024*.

50 States and Abroad

Providing financial peace of mind nationwide and in 90 countries.

525+ CFP® Professionals

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

*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!

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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.

Investment strategy aligned to tax situation and legal complexities
Proper asset placement and active tax-loss harvesting
Stock and Bond portfolio aligned to real estate and other investments
Retirement income strategy focused on total-return approach to maximize taxes

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Taxes

Awards & Recognition

*Disclosure information

Top RIA Firms 2019-2024

Awarded each September based on data from a 12-month period through June 30.

Charitable Champion 2023-2024

Awarded each July based on activities from a 12-month period through December 31.

Top RIA Firms 2024

Awarded each July based on data from a 12-month period through December 31.

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Integritas + Creative Planning