wiseradvisor

Creative Planning
Creative Planning

Tel: (866) 273-2848
Advisors assist investors nationwide
Corporate Office: 5454 W 110th Street
Overland Park, KS 66211

A family office for all

Creative Planning | Financial Advisor in Overland Park ,KS


About Creative Planning

Creative Planning has advisors who work with clients in all 50 states.

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our clients' financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.


General Information

Firm Start Year:   1983
No.of Employees:   100-499
Name of Custodial Firm:   TD Ameritrade, Charles Schwab, Fidelity Investments
Number of Years with Current Firm:   37


Services

I can meet clients in the following ways:   Video Conference, Via email, At my office, Via phone


Firm Information

Firm's Number of Planning Clients:   33,085
Firm's Number of Managed Clients:   33,085
Assets Managed by Firm:   $49,401,035,984


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee




Disclaimer

Creative Planning

Creative Planning

Creative Planning is nationally recognized for our commitment to excellence in financial planning and wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER" practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. Click Here to speak with someone today.

My Services

Financial Planning for Individuals

Creative Planning is recognized across the United States for our commitment to excellence in financial planning and wealth management. We pull together all the pieces to create a customized plan that will guide you in making sound investment decisions.


Retirement Planning

You work hard to provide for your family and create a lifestyle you enjoy. Whether your target retirement age is years away or right around the corner, you need a plan to keep it that way. At Creative Planning, we take a comprehensive, financial planning-led approach to all aspects of your wealth management, and your retirement plan is no exception. We take the time to get to know all the important details of your financial life and goals. From there, we apply the expertise of our in-house team of tax, legal and insurance specialists to create and maintain a retirement plan that will work as hard as possible to maintain your desired lifestyle in retirement.

Communities Served

Click Here to view our Community Involvement


Creative Planning has advisors in just about every major metropolitan area serving clients in all 50 states

Social Networks

tweeter facebook linkedin