We are a specialty practice of Creative Planning, a national wealth advisory firm that provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States for two consecutive years (2014-2015).* As of December 31, 2020, Creative Planning manages $69.4 billion for clients in all 50 states and abroad.
Peter Mallouk, president and CEO of Creative Planning, is a lawyer as well as a financial advisor. Barron’s magazine named Peter the #1 Independent Financial Advisor in America for three consecutive years (2013-2015). Peter was recognized on Worth magazine’s Power 100, a list featuring the 100 most powerful men and women in global finance (2017, 2018). In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.
*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The company never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
*Please see important disclosure information.
Your relationship with our team begins with a meeting to help us understand your current financial situation. We will work to determine where you are today, what your goals are for the future and what we need to do to make sure you remain on track.
Based on your goals, your team will recommend next steps for investment allocation, retirement planning, asset protection planning, estate planning and tax planning, taking into consideration the various components of your compensation and benefits, as well as your outside investments and business interests.
The dashboard serves as an ongoing checklist, tailored to your situation and objectives. Your team will show you a summary of where you are, what has been accomplished and what items must be addressed in the near future. We stay on top of all required tasks to help ensure you remain on track toward achieving your goals.
Once a year, your team meets with you to check in on your goals and update your dashboard. Your team will also be in touch throughout the year as questions, issues and opportunities arise.