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Corporate and Executive Services

At Creative Planning, we provide clients with the best possible path to wealth accumulation, retention and transfer of assets. We do this by creating and implementing strategies unique to your goals.

We partner with corporate executives to make wise decisions about their executive benefits.

We do this by helping executives and corporate leaders reach their personal and financial goals and achieve what’s most important to them and their families.


  • Base Salary
  • Annual Incentive / Bonus
  • Long-Term Incentive

Retirement Plans

  • Pensions
  • Cash Balance Plan

Defined Contribution Plans

  • 401(k)
  • Deferred Compensation Plan

Insurance Plans

  • Health
  • Disability
  • Long-Term Care
  • Life

Stock Compensation Plans

  • Stock Options
  • Restricted Stock Units
  • Performance Stock Units

Additional Services Offered

  • Charitable Gift Coordination
  • Financial Planning Reimbursement
  • Stock-Holding Requirements
  • Repatriation / Expatriation Planning
  • Transition Planning
  • Reportable Officers

Ready to get started?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide



Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021