Creative Planning Financial Group

Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals. Our structure allows us to focus on the quality of advice we give. We expand our knowledge and expertise through strategic relationships with industry professionals and by way of organic growth. We select new advisors carefully, to ensure their goals are aligned with Creative Planning’s overall culture – to create an environment where independent insurance and financial advisors can elevate their practices within a professional atmosphere that focuses on our clients’ financial success. Our advisor retention is second to none. We believe that communication, education, mentorship and teamwork create a solid foundation to grow an insurance and financial advisory practice. We provide weekly sales meetings with everyone at the firm. We hold weekly educational sessions for our advisors through our in-house technical resources, select product providers, and trusted professionals from the community. Through this ongoing involvement, we provide up to date, relevant, and actionable solutions for our advisors and their clients.