Creative Planning is designed to be set apart from other wealth management firms. We believe your portfolio must consider not only your current financial situation and long-term goals but also the unique circumstances in your life.
Creative Planning’s team includes an experienced attorney, a financial planner, and a CPA. These individuals not only work directly with clients, but they also share their expertise with colleagues, creating a deep bench of professionals to serve you.
Each client of Creative Planning works directly with a wealth manager. The wealth manager is an experienced professional who helps create a customized investment strategy based on your long-term goals. Your wealth manager coordinates with a dedicated team of specialists to implement the strategy. Your wealth manager also provides ongoing communication and strategic review sessions to ensure that your plan continually adapts to your changing needs.