Creative Planning

Creative Planning is a leading firm in the wealth management industry, offering comprehensive financial planning and investment management services. The company serves a diverse range of clients, including individuals, families, and businesses, primarily in the United States. Operating in the financial services market, Creative Planning differentiates itself by providing fiduciary guidance, ensuring that all advice and strategies are in the best interest of the client. The business model revolves around personalized financial planning, which includes investment management, tax planning, estate planning, and retirement planning. Creative Planning generates revenue through management fees based on the assets under management (AUM) and other advisory services. The firm prides itself on its in-house expertise, allowing it to offer a holistic approach to wealth management. Clients benefit from a richer journey to wealth, not just focusing on the destination but also on the process of achieving financial goals.

Keywords: wealth management, fiduciary guidance, financial planning, investment management, tax planning, estate planning, retirement planning, personalized service, assets under management, holistic approach.