Creative Planning

Services Offered

• Wealth management
• Investment management
• Retirement planning
• Trust and estate planning
• Tax services
• Insurance services
• Consulting services

About

Creative Planning is a financial advisory firm located in Okatie, South Carolina, focused on providing comprehensive wealth management services. The firm offers investment management, retirement planning, trust and estate planning, as well as tax and insurance services. Their team consists of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, and business consultants, ensuring a holistic approach to financial planning. Creative Planning serves both individual clients and businesses, prioritizing their clients' best interests as a fiduciary.

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