Skip to content

Contact Us
Contact Us
866-273-2848
Family Office
Wealth Management
401k & Business Services
- - - Retirement & Foundations
      - Retirement Plan Services
      - Institutional Investment Consulting for Nonprofit Organizations
  - - Business Services
Insights
About
- - - About Creative Planning
Our Team
Careers
Contact Us
Login
Visit Creative Planning International

Contact Us
Contact Us
866-273-2848
Family Office
Wealth Management
401k & Business Services
- - - Retirement & Foundations
      - Retirement Plan Services
      - Institutional Investment Consulting for Nonprofit Organizations
  - - Business Services
Insights
About
- - - About Creative Planning
Our Team
Careers
Contact Us
Login
Visit Creative Planning International

Creative Planning > Lisa Shaver

Lisa Shaver

Legal

Articles by Lisa Shaver

*See all Creative Planning disclosures and sources.

"*" indicates required fields

URL

This field is for validation purposes and should be left unchanged.

Let's Get to Know You

First Name*

Last Name*

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

Where is your primary residence?

Country*

ZIP Code*

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

How May We Reach You?

Email*

Phone*

International Phone*

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

What is the Approximate Amount of Your Investable Assets?

Investable Assets*

Investable Assets*

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

We work with households having a minimum of $500,000 in U.S.-based investable assets.

By submitting this form, you agree to let us use and protect your information as described in our Privacy Policy. We never sell your personal information. Learn more in our Privacy Policy.

PW

UHNW

brnd

Referral Source*

Marketing Keycode

LP URL

Website

charlie-ram

Wealth Management

Children's Mercy

Catholic Embed

Retirement Clinic

Referral Source*

Referral Partner

Consent

Specialty Practice

SP Type Dentists

SP Coaches

SP Type Social Impact

SP Type Aviation

SP Type Law Enforcement

SP Type Sports and Entertainment

Law Enforcement Aviation Sports Dentists Catholic Focus

Could your money be working harder for you? Contact our team today.

Request a Meeting

Client Services: 866-909-5148

Retirement Plan Services: 866-427-4015

Become a Client: 833-416-4702

International Wealth

Corporate mailing address:
5454 W 110th St, Overland Park, KS 66211

*View Disclosure

Personal Wealth

Ultra-Affluent Wealth Management
High-Net-Worth Wealth Management
Investment Management
Tax Planning
Estate Planning & Trusts
Financial Planning
Retirement Planning
Insurance & Risk Management
International Wealth

Family Office

Ultra-Affluent Wealth Management
Legacy Planning
Charitable Planning
Insurance & Risk Management
Wealth Transfer
Family Governance
Liquidity & Exit Planning
Business Valuation
Outsourced Accounting & Bill Pay
Social Impact

401k & Business Services

Business Services
Audit & Attest
Business Tax
Accounting & Bill Pay
Payroll Services
Legal Services
Technology Services
Business Insurance
Business Valuation
Mergers and Acquisitions and Consulting
Retirement & Foundations
Retirement Plan Services
Institutional

Insights

Insight Topics
Financial Calculators
Podcasts

About

Your Team
Locations
Careers
Press
Meet Peter Mallouk
Giving Back
Media Inquiries
Contact Us

Creative Planning LLC Resources

*View Disclosure
Business Continuity Statement
Form ADV Part 2A
Customer Relationship Summary
Transparency in Coverage Machine-Readable Files

Creative Planning Institutional Advisors LLC Resources

View Disclosure
Form ADV Part 2A
Customer Relationship Summary

© Creative Planning, LLC | All Rights Reserved.

Privacy Policy
Cookie Policy
Cookie Settings