Working with us will be different than with other Wall Street firms. We’ll take the time to get to know you, your plans and your goals well enough to achieve your retirement dreams.
Our relationship will be more of a warm partnership than a cold client-advisor relationship.
To us, you’re a human, not an account. Everything we do is based on your plans and needs. Would you like to be in contact frequently or on an “as needed” basis? We can work either way. Our flexibility and attention to personal detail distinguish us from the other, more corporate firms out there.
Your point of contact will be a seasoned advisor, but they won’t be working in a vacuum. They can tap into the best, most strategic subject matter experts in the areas of legal, tax, insurance, portfolio management or any other aspect of your wealth management plan. Whether your needs are large or small, Creative Planning has the in-house resources to provide the most comprehensive approach possible to managing your financial plan.
Get to know us, and you’ll discover how our approach is better. We look forward to meeting you!