High-interest debt, such as credit card balances, can make a big impact on your ability to save for the future. It’s important to pay off these balances before taking steps to save.
About us
An independent wealth advisory firm with more than $300 billion in combined assets under management and advisement by Creative Planning and its affiliates* with clients in all 50 states and abroad. At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.
- Website
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https://creativeplanning.com
External link for Creative Planning
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
- Founded
- 1982
- Specialties
- Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, and Institutional
Locations
Employees at Creative Planning
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Sarah C. Wasaff
Transition Lead at Creative Planning
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Mercedes Givens, CFP®
Partner / Private Wealth Manager at Creative Planning, LLC
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Jason Woon, AIF®, APR
Partner / Key Account Manager at Creative Planning, LLC
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Tim Ernst
Director of Enterprise Solutions at Creative Planning LLC | Operational Process Consulting & Solutions | ERP & CRM | Oracle NetSuite
Updates
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Catch part two of Peter Mallouk's conversation with Nicole Lapin on Money Rehab. They delve into smart retirement planning strategies and share insights to help safeguard your assets. Tune in here or wherever you get your podcasts.
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With inflation high, is now a good time to invest? Creative Planning President and CEO Peter Mallouk believes "today is better than tomorrow” for the long-term diversified investor. Tune in to his recent Quartz interview for insights on investing, Target's earnings miss and big tech's future.
Target, Costco, and Walmart are stocks to own, says strategist
qz.com
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Optimize your tax liability while saving for the future. Tax-advantaged accounts can provide tax benefits for investors no matter their current investment time horizon and typically fall into one of three categories outlined in this article.
Great Tax-Advantaged Accounts to Consider
creativeplanning.com
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Inflation is a concern for many investors. Peter Mallouk shared insights around how inflation impacts the stock market and more on CNBC's Last Call.
For first time in a generation a third of Americans 'truly becoming disenfranchised': Peter Mallouk
cnbc.com
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If you're going in and out of the market, you're most likely going to miss the best days. The key in a time of crisis is to already have a game plan. This way, you'll be able to take advantage of the markets instead of panicking. For more visual data and concise financial insights, order your copy of 𝐌𝐨𝐧𝐞𝐲, 𝐒𝐢𝐦𝐩𝐥𝐢𝐟𝐢𝐞𝐝 here --> https://amzn.to/3HxQE9V
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Whether you're a newbie investor or work on Wall Street, you don't want to miss Peter Mallouk's chat with Nicole Lapin on the Money Rehab podcast. They dive into crypto, gold, tax harvesting and much more — and this is just part one! Tune in here: https://lnkd.in/eG2RaH4H
Money Rehab with Nicole Lapin
link.chtbl.com
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Is your investment portfolio tax-optimized? Don't overlook this crucial aspect of investing and protecting your assets. Learn five tips to improve your portfolio's tax strategy this week!
Practical Tips to Reduce Portfolio Taxes
creativeplanning.com
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How did Warren Buffett make an estimated $10 billion dollars during the global financial crisis in 2008? From his insights on cash reserves and index funds to his thoughts on life in general, tune in as Peter and Charlie discuss ten lessons investors can learn from the "Oracle of Omaha."
10 Lessons From Warren Buffett | Signal or Noise Ep 26 | Charlie Bilello | Peter Mallouk
https://www.youtube.com/