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: 3.7/5
The Memphis Creative Planning team is absolutely top-notch. Friendly, knowledgeable and professional, they’ve been our financial managers/partners for over 20 years. I would recommend them to anyone — in fact I have to many. When the former Telarray merged with Creative about a year ago, their services just got better. If you’re looking for one place to meet all your estate building / planning needs, make sure you give them a call and go visit. You’ll be glad you didn’t.