About Creative Planning
Creative Planning, they understand the path to living your best financial life is multi-faceted and personal. That's why they believe in providing customized wealth management and family office services that address every aspect of your financial picture and align with your unique vision. Beginning as a small office in Kansas City, Creative Planning was founded on the belief that clients deserved a better way to grow and manage their wealth. When President and CEO Peter Mallouk purchased the company in 2004, he made it his goal to see that belief through by establishing a people-first culture and a vision of serving clients through every phase of their financial lives.
Services
Family Office Services Investment Management Strategic Tax Planning Charitable Planning Estate Planning Risk ManagementReviews
We've had a great experience with Creative Planning. Their team is knowledgeable, responsible, and takes the time to truly understand our goals. They make complex financial topics easy to follow and have given us confidence in our financial plan. Not only have they managed the financial aspects of our portforlio they also manage the tax. Chad and Johnny are like family to us. They allowed us to meet several times so that I could get a comfort level to retire. I retired stress free from a financial burden. We highly recommend!