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: 4.9/5
Creative Planning and the people that are Creative Planning have had my best interests in mind from day one. I was matched up with a broker that I work well with and always makes me feel like I am a part of the equation which is important to me. At the same time I don't have to concern myself with the day to day dealings and I know everything is being done to make my money work for me.
Enjoy sitting with my advisors personality or by phone .
Full of great information.
Answers any questions I may have.
Explains where I'm at now financially and what steps in need to take to get to where I want to be.
So far they have been spot on.
We love where we are at and where we are going.
I have had plenty of positive experiences working with many advisors at Creative Planning, but have really enjoyed working with Jacki O'Hern in Omaha. She is very clear when explaining what she's done with my accounts, what the plans are, and next steps to make sure I understand all of it. Really an excellent advisor and partner in my financial situation and future. She is very friendly and happy to answer questions.