A comprehensive approach to family governance can not only help align your family members’ values but also help ensure your wealth is preserved and effectively passed down to future generations.
关于我们
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $345 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner 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 and family office services, 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. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2024.
- 网站
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https://creativeplanning.com
Creative Planning的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Overland Park，Kansas
- 类型
- 私人持股
- 领域
- 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和Institutional
地点
Creative Planning员工
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Sarah Wasaff
Private Wealth Manager & Partner 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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Laura McKnight
Partner / Managing Director at Creative Planning, LLC
动态
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Financial independence isn't complicated, but it requires consistency. Peter Mallouk shares four foundational steps to implement in your financial journey below.
Becoming financially independent, the basics: 1. Spend less than you make - hold off lifestyle creep. 2. Earn more - no matter what your job, do you have a chance at a raise? 3. Invest wisely - low cost and tax sensitive 4. Time matters - start as early as possible. Few people have the discipline to do this. You can!
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Ultra-high-net-worth families face a wide range of financial complexities, investment challenges and tax liabilities that require a specialized approach. Without the help of a team of trusted professionals, you could be missing opportunities and efficiencies. Here are eight services every UHNW investor should consider.
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At Creative Planning, we understand the complexities faced by high-net-worth investors. That's why we've intentionally structured our in-house teams to serve a wide range of needs to help you achieve your financial vision. From tax and estate planning to strategic investments, charitable giving and more, we see ourselves as problem solvers. Whatever challenges you face, we're here to help you navigate them.?
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"It's easy to forget that volatility is not the exception. It's the norm." Peter Mallouk shares thoughtful context on why the recent market pullback may feel different and why historical perspective matters.
The current market pullback has been more traumatic for some than it has been historically. While there are many reasons for this, from my perspective, 3 rise to the top: 1. It’s been a very long time since our last correction. Far longer than normal. It’s easy to forget that volatility is not the exception. It’s the norm. A correction is a drop of 10% or more, and an average correction is 14%. These happen every 10-15 months. We haven’t had a correction since October, 2022. Memories are short, especially with investing. 2. While the percentage drop of a correction isn’t historically big, the ‘points’ the market drops is now very big given where the DOW sits. A normal correction would be a 6,500 point drop. Sounds super scary. Just a few years ago a similar percentage drop in the DOW would be a 3,500 point drop. Focus on percentages, not numbers. 3. The rhetoric and policies coming out of the Trump administration - whether one agrees with them or not - has many people more on edge. There’s a lot more sensitivity around political influence on markets. There are few things people are more sensitive to than politics and money. Mix them together and you get an emotional firestorm for some.
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Long-term investing means embracing the reality of corrections and bear markets. Peter and Charlie discuss historical patterns to put the recent market volatility in perspective on Signal or Noise: https://lnkd.in/eE8ZRVqu
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In the newest episode of The Week in Charts, Charlie Bilello and Creative Planning CIO James Battmer provide context on the current market environment. They offer perspective on recent volatility, the power of diversification and why controlling fear is essential to investment success. https://lnkd.in/e7NUQdda
There Will Be Blood | The Week in Charts (3/14/25) | Charlie Bilello | Jamie Battmer
https://www.youtube.com/
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A stay-at-home spouse can have a significant impact on a couple's retirement savings. Consider the six tips outlined in this article to help you plan and save for retirement if you're not working outside the home. https://lnkd.in/ec2QwEMX
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Risks can take on many forms in the investment market. Peter and Charlie cover how diversification remains the most reliable way to manage market uncertainties while staying aligned with your personal risk profile. Full episode: https://lnkd.in/eE8ZRVqu
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Having a well-structured estate plan is vital to helping ensure your family can maintain the lifestyle they’re accustomed to after your passing. Attend our FREE upcoming webinar on Wednesday, March 26, to get advanced strategies for strengthening (or creating) your estate plan. Register now: https://lnkd.in/eEVgdzne
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