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 financial planning firm located in Muncie, Indiana, dedicated to assisting clients in achieving their long-term financial objectives. They offer a range of services including wealth management, investment management, retirement planning, trust and estate planning, as well as tax and insurance services. The firm employs a team of professionals, including CERTIFIED FINANCIAL PLANNER® professionals and CPAs, to provide comprehensive financial guidance. Creative Planning serves both individual clients and businesses, ensuring that all recommendations are made in their clients' best interests as fiduciaries.

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