Creative Planning
Sports & Entertainment
Keep Performing.
Helping you achieve financial freedom at every stage of your career, and beyond.
Let’s Talk
Creative Planning
Sports & Entertainment
Keep Performing.
Our goal is to help you achieve financial freedom at every stage of your career, and beyond.
Let’s Talk
Deeply Integrated With Your Professional Goals, and Family and Lifestyle Priorities
At Creative Planning Sports & Entertainment, we believe every athlete and entertainment professional should enjoy the peace of mind that comes from knowing your investments, savings goals, finances, accounting, retirement, estate planning, taxes and risk management strategies are in good hands for the long term.
We understand that you face unique challenges on the path toward financial freedom, which is why we offer customized services specifically designed to help sports and entertainment professionals achieve their long-term goals. We take a family office approach to wealth accumulation, asset protection and asset transfer in order to offer a full range of service from every field, on every stage. Our personalized solutions are coordinated and tailored to meet the unique needs of athletes and entertainment professionals.
Budgeting
Tax Planning
Bill Pay
Estate Planning
Charities and Foundations
Legacies
Retirement
Business Interests
Asset Protection
Deeply Integrated With Your Professional Goals and Family Priorities
We believe every professional athlete and entertainer should enjoy the peace of mind that comes from knowing your investments, savings goals, finances, accounting, estate plan, taxes and risk management strategies are in good hands for the long-term. We understand that you face unique challenges on the path toward financial freedom, which is why Creative Planning Sports & Entertainment offers customized service specifically designed to help sports and entertainment professionals achieve their long-term goals. To do so, we take a family office approach to wealth accumulation, asset protection and transfer of assets in order to offer a full range of service from every field, on every stage. Our personalized solutions are coordinated and tailored to meet the unique planning needs of professional athletes and entertainers.
Budgeting
Tax Planning
Bill Pay
Estate Planning
Charities
Foundations
Retirement
Business Interests
Legacies
Deeply Integrated With Your
Professional Goals and Family Priorities
We believe every professional athlete and entertainer should enjoy the peace of mind that comes from knowing your investments, savings goals, finances, accounting, estate plan, taxes and risk management strategies are in good hands for the long-term. We understand that you face unique challenges on along the path toward financial freedom, which is why Creative Planning Sports & Entertainment offers customized service specifically designed to help sports and entertainment professionals achieve their long-term goals. To do so, we take a family office approach to wealth accumulation, asset protection and transfer of assets in order to offer a full range of service from every field, on every stage. Our personalized solutions are coordinated and tailored to meet the unique planning needs of professional athletes and entertainers.
Budgeting
Tax Planning
Bill Pay
Estate Planning
Charities
Foundations
Retirement
Business Interests
Legacies
#1 Ranking
Ranked the #1 Wealth Management Firm in America by Barron’s (2017)*
*Please see important disclosure information
$90 Billion
50 States and Abroad
Serving You Where You Live
Trusted
We are specialists and fiduciaries, legally bound to always act in your best interest. That means we strive to deeply understand your goals for every phase of your career, your family, and the people you care about. Because we have experience working with sports and entertainment professionals, you can trust that we understand your unique situation and will help you navigate challenges as we guide you toward achieving financial freedom.
Fiduciaries
We don’t push products. Instead, we work with you to build a diverse portfolio that suits your needs as you are building your wealth, exploring business opportunities, and planning for retirement and beyond.
Full Service
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, all of whom are dedicated to serving you and your family.
Suite of Services
Our multi-dimensional suite of services is designed to meet your unique needs for financial planning, estate planning, investment management, tax services, accounting, bill pay, and charitable planning.
Comprehensive
We take a holistic approach to planning, which allows us to design a portfolio specifically suited to your lifetime objectives, with a deep understanding of professional athletes and entertainers, your compensation packages, benefits, and phases of your career.
Transparent
We have a simple, transparent fee structure determined by the amount of assets we manage on your behalf. We are independent, fee-based advisors. We do not promote or sell our own investment products.
Professionals Serving Professionals
Tax Services
Our team of CPAs and tax professionals stand ready to assist with your tax planning and tax return preparation.
Bill Pay
Our accounting team organizes your finances and handles your bills so you can travel and perform without worries. It’s just one way we simplify your life.
Foundation Management
We establish legal structures and policies to help you efficiently support your favorite charities.
Asset Protection
Our in-house risk management professionals tailor insurance solutions and estate planning strategies to protect your assets and provide for your family for generations to come.