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Integritas + Creative Planning

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

#1 Ranking

Ranked #1 on RIA Channel’s list of the Top 100 Wealth Managers (2020)*

Over $245 Billion

In combined assets under management and  advisement as of July 1, 2023

50 States and Abroad

Providing financial peace of mind nationwide and across the globe

*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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Awards & Recognition

Barrons

Top RIA Firms (2019-2023)*

FinancialTimes

Top RIA Firms (2014-2020)*

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Top RIA Firms (2012-2022)*

“Creative Planning is at the vanguard of a profound shift in finance.”

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*Industry disclaimer information

Ready to Get Started?

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Could your money be working harder for you? There’s a richer way to wealth. Contact our team today.

Request a Meeting

Client Services: 866-909-5148

Retirement Plan Services: 866-427-4015

Become a Client: 833-416-4702

*Industry disclaimer information

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