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How does the advisor help clients – Key Takeaways:
Creative Planning Solutions, Inc. is a highly reputable financial planning and wealth management firm that specializes in providing comprehensive and personalized financial planning solutions to its clients. With a team of experienced and highly knowledgeable advisors, they strive to help clients achieve their financial goals and secure their financial future. Here are some key takeaways on how Creative planning Solutions, Inc. helps their clients:
- Provides tailor-made solutions: The advisors at Creative Planning Solutions, Inc. take the time to understand each client’s unique financial situation, goals, and risk tolerance level to create a personalized financial plan that best suits their needs.
- Offers a wide range of financial services: The firm offers a diverse range of financial services including retirement planning, investment management, tax planning, estate planning, and more to cater to the varying needs of their clients.
- Emphasizes on diversification: Creative Planning Solutions, Inc. believes in the power of diversification and emphasizes building a well-balanced investment portfolio that can withstand market fluctuations.
- Long-term approach: The advisors at Creative Planning Solutions, Inc. have a long-term approach to financial planning and strive to build lasting relationships with their clients to help them achieve their financial goals at every stage of their lives.
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $59.4 billion (as of December 2020) | 501 (as of December 2020) | 37 years (founded in 1984) |
Financial Services Offered
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- Education Planning
- Charitable Planning
- And more
Client Types
Creative Planning Solutions, Inc. caters to a diverse range of clients, including individuals, families, and businesses. Their clients vary in terms of age, income, and financial status. The firm believes in serving clients from all walks of life and making quality financial advice accessible to everyone.
Fees & Compensation
Creative Planning Solutions, Inc. operates on a fee-only basis, which means they do not earn any commissions from selling financial products to their clients. They charge a percentage fee based on the assets they manage for each client, making their interests aligned with their clients’ best interests. Their fee structure is transparent, and there are no hidden fees or charges.
Background
Founded in 1984, Creative Planning Solutions, Inc. has been successfully providing financial planning and investment management services to clients for over 37 years. The firm is headquartered in Overland Park, Kansas, and has offices in major cities across the United States. They have a team of more than 500 experienced advisors who are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a financial expert, it is essential to be aware of any potential conflicts of interest or disclosures from the firm. Creative Planning Solutions, Inc. has no disclosures filed against them from any regulatory body or legal proceedings. The firm has a clean record and values transparency in their operations.
In conclusion, Creative Planning Solutions, Inc. is a leading financial planning and wealth management firm that helps clients achieve their financial goals through personalized and comprehensive strategies. With a strong focus on transparency, alignment of interests, and a long-term approach, the firm continues to be a trusted partner for individuals, families, and businesses seeking quality financial advice.