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Services
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    - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
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      Financial Advice
      
      Signal or Noise?
      
      Market Trends & Analysis
- - - Podcasts
About
- - - About Creative Planning
  - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Family Office
Wealth Management
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Home > Jim Heard, CFP®

Jim Heard, CFP®

Wealth Manager, Partner

Articles by Jim Heard, CFP®

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First Name*

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Prefer to discuss over the phone? 833-416-4702

Where is your primary residence?

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ZIP Code*

Prefer to discuss over the phone? 833-416-4702

How May We Reach You?

Email*

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Prefer to discuss over the phone? 833-416-4702

Did Someone Refer You to Creative Planning?

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Prefer to discuss over the phone? 833-416-4702

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