wiseradvisor

Creative Planning

Tel: 866-273-2848
5454 W 110th Street
Overland Park, KS 66211
Creative Planning | Financial Advisor in Overland Park ,KS

Experience a Richer Way to Wealth



About Creative Planning

All the expertise. All the advice you need. All in-house.
At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.


In-House Expertise for Every Piece of Your Financial Picture

Our approach to designing your investment portfolio is different. It starts with a financial planning-led approach with our team of in-house specialists. Your customized plan will be created by our wealth managers, accountants, insurance specialists, estate attorneys and other professionals all working together to give you the highest probability of achieving your goals. And as your life changes, we'll be here to meet your changing needs.

What you can expect from Creative Planning
- Fierce advocate looking out for your best interests
- Wealth Managers who sit on the same side of the table to select the best investments for you
- We don't sell or earn commissions on investment products
- Planning-led approach that makes your money work as hard as it can for you, every day, year in and year out
- A richer journey along the way to your goals a way to enjoy your wealth today

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General Information

Firm Start Year:   1983
No.of Employees:   1000-1999
Name of Custodial Firm:   TD Ameritrade, Charles Schwab, Fidelity Investments
Work with the following types of clients:   Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
Advisory Services Provided:   Financial Planning, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Portfolio Management, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Services

Investment Types:   Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Alternative Investments, Commodities, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Office, Your Home, Our Offices, Video Conference, Via Phone

Firm Information

Assets Managed by Firm:   $224,627,486,308**

Compensation and Fees

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

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Financial Services

Financial Planning for Individuals

At Creative Planning, we believe a financial plan is the foundation on which financial success is built. That's why your dedicated team takes time to get to know you, your family and your goals to build your comprehensive plan.

Retirement Planning

Maintaining financial freedom in retirement is our clients' most frequently cited goal. Our comprehensive, customized approach can help you enter the next phase of your life with confidence.

Financial Planning for Businesses

Whether you're a corporate executive or business owner, you can benefit from Creative Planning's expertise in business advisory services, including employer-sponsored retirement plans, legal services or knowing the value of your business. Much like our comprehensive wealth management offering, our business advisory services allow you to receive all the advice you need to make more confident decisions about the future of your business.

Financial Advice & Consulting

Once your financial plan is up and running, we consistently monitor and adjust it as necessary to keep up with your ever-evolving life and goals. We touch base with you regularly to discuss how new regulations, economic factors and changes in your personal financial situation may impact your plans.

Estate Planning & Trusts

At Creative Planning, our wealth managers collaborate with a team of in-house attorneys who draft custom trust and estate planning documents to help ensure your wishes are fully integrated with your financial plan.

Tax Advice and Services

Taxes can erode your returns quickly. At Creative Planning, your wealth manager works with our in-house CPAs and attorneys to ensure your portfolio is tax-optimized.

Investment Advice & Management

No two client portfolios at Creative Planning will look exactly alike. We believe that your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals. We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short-term so you can prosper in any market condition. We don't believe in market timing. We don't believe in allocating portfolios according to risk or age. We create a financial plan that's based on your needs and goals, then build a portfolio to match.

Wealth Management

At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.

Money Management

No standard portfolios; no standard allocations. We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short-term so you can prosper in any market condition. We don't believe in market timing. We don't believe in allocating portfolios according to risk or age. We create a financial plan that's based on your needs and goals, then build a portfolio to match.


Disclosures

Important Solicitor Disclosure (Solicitor Disclosure Document)

Form ADV Part 2A Disclosure Brochure (Form ADV Part 2A)

Creative Planning's Privacy Policy (https://creativeplanning.com/privacy-policy/)

Form CRS (Customer Relationship Summary)

Disclaimer

**Combined assets under management & advisement as of 12/31/21

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


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

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