CP
Creative Planning
Creative Planning : Des conseils fiduciaires de confiance pour la retraite, la planification successorale et financière à Overland Park.
5(5 avis)
Comptable
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Creative Planning : Des conseils fiduciaires de confiance pour la retraite, la planification successorale et financière à Overland Park.
Creative Planning, à Overland Park, Kansas, est un cabinet de planification financière fiduciaire offrant des services de planification de la retraite, de la planification financière et de la planification successorale. Les clients louent Tim Sutton comme un gestionnaire financier chaleureux, compétent et professionnel, soulignant des conseils fiables et de bons résultats. Le cabinet aide ses clients à naviguer la retraite et la gestion de leurs actifs grâce à une planification claire et personnalisée.
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Des stratégies personnalisées pour sécuriser votre avenir financier et assurer une retraite confortable.
Des services complets comprenant des testaments, des fiducies et la gestion d'actifs pour protéger l'héritage.
Des conseils en placement fiduciaires et gestion de portefeuille pour accroître votre patrimoine.
Comptabilité professionnelle et reporting financier pour optimiser votre santé financière.
Soutien pour les besoins technologiques de l'entreprise, y compris les mises à jour de sites web et le conseil en informatique.
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!!
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.
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.
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.
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!
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