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.