Positive Reviews Summary: Creative Planning is a top-rated wealth management company that has garnered rave reviews from clients. The team of financial experts, including CERTIFIED FINANCIAL PLANNERS(tm) and CPAs, provide comprehensive wealth management services with a focus on putting the client's best interests first. Clients appreciate the personalized approach, expert advice, and clear communication provided by the team, helping them navigate complex financial situations and set up successful long-term strategies. Creative Planning stands out for its commitment to financial freedom and client satisfaction, making it a trusted choice for private wealth management, retirement planning, investment management, and more. Unique Facts about Creative Planning: - The company is a national wealth advisory firm with a dedicated team of experienced professionals. - Creative Planning acts as a fiduciary, ensuring recommendations are always in the client's best interest. - The company offers services such as trust and estate planning, tax planning, and succession planning in addition to wealth management and investment advice. Business Specialty: Creative Planning specializes in helping clients achieve financial freedom by providing comprehensive wealth management services and investment advice. The team of financial experts works closely with clients to develop personalized strategies that align with their long-term financial goals and best interests. Clients can expect top-notch service and expert guidance in areas such as retirement planning, investment management, and estate planning, making Creative Planning a trusted partner for building and protecting wealth.