About Us

Creative Planning Sports & Entertainment

A Focus on Sports and Entertainment

Creative Planning Sports & Entertainment is a specialty practice dedicated to serving the needs of athletes and entertainment professionals.

We believe your portfolio must consider not only your current financial situation and long-term goals, but also the unique circumstances in your life as an athlete or entertainment professional. We understand that your career presents unique challenges, such as variable income streams, quick career changes and the need to plan for an early retirement. A cookie-cutter approach simply won’t work.

We have years of experience helping athletes and entertainment professionals navigate the unique challenges of their professions, while providing the focused resources and dedicated service you deserve. Through this service model, we provide access to the knowledge and expertise of a diverse team of professionals who have specific experience navigating the unique challenges of sports and entertainment professionals.

A Dedicated Team Focused on You

Your Sports & Entertainment team includes CERTIFIED FINANCIAL ADVISORTM (CFP®) practitioners, lawyers, CPAs and charitable fund professionals who will support you every step of the way. We provide a wide range of services not available at every firm, including bill pay, the establishment of personal charitable foundations, estate planning, retirement planning, insurance planning (including profession-specific policies such as loss of endorsement and college draft protection), tax planning and more.

Who We Are

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.

Our Process

Initial Meeting

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.

Recommendations

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.

Dashboard

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.

Annual Review

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.

Meet Some of Our Representatives

Julie has a wide range of experience in a variety of roles, including serving as general counsel of a medical device company, Spinal Simplicity LLC, owning and successfully selling a human resources consulting firm, FBD Consulting LLC, and serving as equity partner in a large, national law firm now known as Stinson Leonard Street. Julie uses her diverse experience to advise and counsel clients on a variety of employment-related legal and HR consulting matters.

Throughout her career, Julie has been a strong advocate for the importance of proactive HR

initiatives to help companies stay ahead of the curve on employment-related matters. Julie

routinely engages with clients to develop HR strategies that ensure compliance, while focusing