Financial Planners in Omaha

“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.“

“Trinity is the best! They really care about their customers. We've been with them for 10 years and have nothing but good things to say!“

“Kristen provided valuable insight into my current financial investments at a time where I was unsure of the direction to take. She took her time to look into, advise and direct what would be best for me. I wasn't able to make the move to her firm currently but will strongly consider her for the future. She went above and beyond in helping me. Her character & integrity are top notch.“

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“Dave Swan and his team have been so professional and meticulous. I am quite impressed by the care and their warm approach. They truly have your best interest at heart. I would highly recommend them.“