About this user
At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.
We are driven to provide our clients with uncluttered, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions.
We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals.
We are our clients' financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.
Creative Planning and its President are featured on Robb Report Worth Magazine's list of the 'Top 100 Wealth Advisors' in America (every lisiting since 2005), Barron's list of the 'Top 100 Independent Financial Advisors in America' (every list since 2007), the 'Top 150 Financial Advisors for Physicians in Medical Economics (every listing since 2004), one of the 'Top Independent Wealth Management Firms in America' by Bloomberg / Wealth Manager Magazine (every list since 2005), and as the #1 Advisor in America for Baby Boomers in Boomer Market Advisor Magazine.
Hometown
Leawood, KS
Country
United States
creativeplanning
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