Services Offered
Retirement Planning
Personalized strategies to secure your financial future and ensure a comfortable retirement.
Estate Planning
Comprehensive services including wills, trusts, and asset management for legacy protection.
Investment Management
Fiduciary-based investment advice and portfolio management to grow your wealth.
Accounting Services
Professional accounting and financial reporting to optimize your financial health.
IT Managed Services
Support for business technology needs, including website updates and IT consulting.
Reviews
5(5 reviews)
Rating Distribution
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5
4
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J
John Reaney
via Google
about 1 month ago
Tim Sutton from Creative Planning is terrific! Not only is he great at his work, he is also a tremendous person. We couldn’t be happier with the advice and guidance he has afforded us. Thank you so much Tim!!
S
Steve Ashievia Google
about 2 months ago
I was managing our finances until we both retired. After retirement, we decided we needed a outside company to take care of our finances in case something happened to me and my wife needed information about her assets. We were lucky enough to find Creative Planning and even more fortunate to have Tim Sutton as our financial manager. Tim is a warm and personable guy and very knowledgeable and professional. Hands down the best fiduciary company in the business.
T
Tanya Clinevia Google
4 months ago
We were very reluctant to use Creative Planning in the beginning. I didn't want to give up any of our hard earned $$$. But after being with them for nearly 3 years now, we can see it was the best decision we made. They have made us more money through their wide ranging abilities than we could have on our own. It's worth your time to make an appointment.
J
Jessica Floydvia Google
5 months ago
Creative Planning provides our IT managed services. Kevin assisted us with updates to our website DNS records. He was knowledgeable and thoroughly explained everything so I was comfortable with the changes made. He provided timely updates and follow up throughout the process. He also identified an error outside of the scope of our original request, and assisted with resolving that error to ensure our emails were delivered reliably.
M
Michelle Ohldevia Google
5 months ago
We absolutely love working with Creative Planning for our retirement planning, financial, and estate planning needs! Kaylynn Watts and her team take extremely great care of us and make sure we’re on track for a fabulous retirement. Everything about Creative Planning is exceptional. I’m so glad we moved over to them when we did. I can’t imagine working with anyone else!
