Our Services

Comprehensive Financial Services

We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners, certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals.

Estate Planning

Our team includes attorneys who are experienced in estate planning and asset protection. We can draft legal documents, establish trusts for children and other family members and advise on legal matters unique to your financial planning needs.

Customized Investment Strategy

We search for the best investment options available to help meet your short-term and long-term needs. We don’t sell investment products; instead, we help you select a mix of investments with the highest probability of helping you achieve your desired outcomes and lifetime goals.

Private Wealth Management

At Creative Planning, private wealth management is our core service. We do not experiment with our clients’ money, and we do not invest based on hunches. Instead, we implement disciplined processes and enlist the experienced insight of tenured investment professionals in order to develop a customized portfolio to help you achieve your long-term goals.

Customized Financial Planning

Before we make any recommendations, we take time to get to know you, your current situation, your goals and dreams for the future and any challenges standing in your way. We then create a customized financial plan that serves as a roadmap to helping you achieve your long-term goals and provide for those who matter most.

Tailored Tax Services

We focus on reducing your tax burden wherever possible. Our experienced professionals help you understand the short-term and long-term financial impacts of your decisions and analyze any potential tax implications. We select tax-friendly investment alternatives whenever possible and harvest losses to offset gains.

Trust Administration

Our trust administration services provide you with professional oversight of financial legacies. Trust administration services include guardianship for minors, accounting, recordkeeping, tax reporting, compliance, settlement and distribution.

Asset Protection Planning

We take the same detail-oriented, customized approach to asset protection planning and risk management strategies as we do to every other aspect of your financial plan. We provide a thorough risk management needs analysis and craft a customized strategy to provide proper protection for you, your loved ones, your charitable investments and any business interests you may hold.

Planning for Retirement

We take the same detail-oriented, customized approach to asset protection planning and risk management strategies as we do to every other aspect of your financial plan. We provide a thorough risk management needs analysis and craft a customized strategy to provide proper protection for you, your loved ones, your charitable investments and any business interests you may hold.

Ready to talk?

We look forward to hearing from you.

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