Services Offered
Wealth Management
Comprehensive investment strategies and portfolio management tailored to individual financial goals and risk tolerance.
Retirement Planning
Expert guidance on retirement savings, income strategies, and tax optimization to ensure a secure and comfortable retirement.
Tax Planning
Personalized advice on tax-efficient investing, charitable contributions, and other strategies to minimize tax liabilities.
Annual Financial Reviews
Detailed annual meetings with charts and tables to review investment performance and adjust plans as needed.
Personalized Financial Advice
One-on-one consultations to address unique financial situations, from market volatility to long-term growth.
Reviews
5(5 reviews)
Rating Distribution
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Warren Webb
via Google
about 2 months ago
My experience with Creative Planning has been fantastic. My fiancé and I came to the company as a pair, and we have each greatly benefited from the relationship. Our advisor Jackie is truly outstanding: savvy, patient, friendly, and a consummate professional. We look forward to many more years with Creative Planning.
R
Rebecca Wilsonvia Google
4 months ago
I’ve been with Creative Planning for several years now, and I can’t say enough good things about Jacki and the team. Jacki is an exceptional financial adviser—professional, knowledgeable, and genuinely invested in my success. Thanks to her guidance, my investments have grown steadily over the years. Highly recommend!
A
Alden Oswaldvia Google
7 months ago
i had an annual meeting with Creative Planning Representatives (Lane and Josalyn). They were well prepared and provided sound, particle advice that was uniquely tailored to my financial situation. I highly recommend C.P. for their services.
C
Carrie Wardvia Google
9 months ago
My husband and I cannot put into words how much we appreciate Lane and Josalyn and the work they do putting together our information which by the way is reviewed in great detail every year. Lots of charts and tables that show exactly how are investments are performing that are easy to understand. Now that we are retired, they have helped in numerous ways to ensure we are doing things right with taxes and charitable contributions. We started with Creative Planning in 2021 and would highly recommend them to anyone looking for a firm that truly works hand in hand with you to provide their expert services!
J
John Carpentervia Google
12 months ago
Creative Planning has served us well since 2017. We have high confidence in the expertise of the investment team and Jacki O’Hern, our Omaha advisor. A major benefit during volatile markets is a steady hand at the helm, avoiding irrational decisions and maintaining the long view. We thank Creative Planning for providing exceptional service and guidance. John and Kathy Carpenter
