From Creative Planning
Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients’ best interests.
Google: 4.6/5
We have been clients for several years and the experience is the best. We have had other financial advisors before and felt they only followed a set program, no matter what the markets were doing. I have to say that Creative is constantly working for us. We are retired now and our future looks good. All the services Creative offers makes life so easy to manage (lawyers, accountants, and advising.). We often recommend Creative to our friends and the ones that take our advise are so happy they did. Best decision ever!!!!
Creative Planning - Omaha is an outstanding investment group. We went through a few before coming to this organization and have never looked back. Creative planning offers many other services that compliment your investment strategy. You don’t have to use them but they are there if you want them. We could not be happier with our investment choice and our referrals should say it all!
We have used Creative Planning since 2014. In the past five years our market value has grown to six times the amount we had in 2014. My wife and I were both able to retire early and move to the Myrtle Beach area with all of our bills paid and enough money to last until we are more than 100 years old. I highly recommend Creative Planning.