CP
Creative Planning
Des conseils financiers personnalisés et une croissance constante pour assurer le succès à long terme à Omaha.
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Des conseils financiers personnalisés et une croissance constante pour assurer le succès à long terme à Omaha.
Creative Planning à Omaha, Nebraska, propose une planification financière personnalisée et des conseils en placement. Les clients louent des conseillers professionnels et compétents tels que Jacki, Lane et Josalyn, qui adaptent leurs conseils, partagent des graphiques et tableaux clairs, et aident à la gestion des impôts, des dons caritatifs et de la planification de la retraite. Connue pour une orientation constante face à des marchés volatils et pour un véritable partenariat à long terme depuis 2017.
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Stratégies d'investissement complètes et gestion de portefeuille adaptées aux objectifs financiers individuels et à la tolérance au risque.
Conseils d'expert sur l'épargne-retraite, les stratégies de revenu et l'optimisation fiscale pour garantir une retraite sûre et confortable.
Conseils personnalisés sur des placements fiscalement efficaces, les dons caritatifs et d'autres stratégies pour minimiser les impôts.
Réunions annuelles détaillées avec des graphiques et tableaux pour passer en revue la performance des investissements et ajuster les plans si nécessaire.
Consultations individuelles pour aborder des situations financières uniques, de la volatilité des marchés à la croissance à long terme.
Note globale
Warren Webb
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.
Rebecca Wilson
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!
Alden Oswald
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.
Carrie Ward
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!
John Carpenter
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
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