Social Responsibility
Aligning your financial planning and investment strategy with your values.
Make an Impact
At Creative Planning, we understand that philanthropy, social responsibility, community impact and corporate citizenship are important values among our clients. Our services go beyond investment management to incorporate socially conscious and values-driven strategies into all aspects of your financial plan. From wealth and charitable planning to estate planning and more, we’re your partner in working toward a better future.
Our focus on social responsibility incorporates all aspects of your financial plan.
- Charitable legacy vehicles including wills, trusts, foundations and more
- Intergenerational social impact plans to help you pass along your values to future generations
- Structuring grants and investments in organizations whose missions align with yours
- Custom investment portfolio recommendations
Our Investment Approach
At Creative Planning, we deeply respect each client’s unique combination of social impact goals, philanthropic priorities and community causes. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs and attorneys work together to design an investment strategy and portfolio that aligns with your values, ranging from environmental philosophies to your religious beliefs, so you can meet your financial goals while holding true to your values.
Recent Insights
What Type of Values-Based Investor are You?
Setting Your Values-Based Investing Priorities We all invest to make money, but a growing number of investors are also concerned about making a difference. These values-based investors strive to invest their money in companies that align with their values. They...
Qualified Charitable Distributions
A Remedy for Your Taxable RMD Required minimum distributions (RMDs) are withdrawals the IRS requires you take from your IRA, SEP IRA, SIMPLE IRA, or retirement plan when you reach age 72. Roth IRAs are not included until after the death of the owner. At any time, you...
Three Common Myths About Marriage and Money
Tips for Working as a Couple to Achieve Your Financial Goals Let’s get one thing out of the way right up front: this is not my attempt at marriage advice.1 A large percentage of our clients have been happily together longer than I’ve been alive. These are the couples...
Thinking Differently
Don’t Believe All You Read, Stand by Your Convictions Suppose you are a coach. What do you say to your players to inspire them to think differently? On March 29, 1982, in the NCAA national championship game, legendary North Carolina’s men’s basketball coach, Dean...
