Creative Planning

Services Offered

• wealth management
• investment management
• retirement planning
• trust and estate planning
• tax services
• insurance services
• business consulting

About

Creative Planning is a wealth advisory firm located in Lawrence, Kansas, dedicated to assisting clients in achieving their long-term financial goals. The firm offers a range of services including wealth management, investment management, retirement planning, trust and estate planning, as well as tax and insurance services. Their team comprises CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, and business consultants, ensuring a comprehensive approach to financial planning. Creative Planning serves both individual clients and businesses, providing tailored financial solutions to meet diverse needs.

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