MIBA ENDORSED VENDOR CREATIVE PLANNING Creative Planning became an Endorsed Vendor of the MIBA this past December. We are pleased to welcome them and want to provide our members with a brief overview of their services. Creative Planning is one of the top independent wealth management firms in America, with over $75.6 billion in assets as of March 31, 2021. Located in Overland Park, KS, its advisors serve clients in all 50 states and abroad. Creative Planning provides a different approach to private wealth management. Their financial planningled approach considers your income and investments, retirement goals, tax situation to create a comprehensive financial plan that’s completely custom to your unique situation. Creative Planning provides its clients with a full team of skilled specialists to optimize client wealth. This team approach provides clients access to a variety of financial disciplines, such as Certified Financial Planner™ practitioners, CPAs, and attorneys, led by experienced wealth managers, all of whom are fiduciaries. ■ FACTS & FIGURES Over $100 billion in assets under management $100 50 34 Serves clients in all 50 states and abroad Operates 34 offices across the United States • An independent, fee-based RIA (Registered Investment Adviser) • Provides customized, comprehensive financial advice • Conducts business as a fiduciary • Structures fees transparently and competitively • Offers no proprietary or commissionable investment products • Delivers cost-and tax-efficient portfolios ONE TALENTED IN-HOUSE TEAM FOR YOU 305+ CFPs 75+ CPAS 45+ JDS To learn more about Creative Planning, please contact Clay Baker CFP® at 866-273-2848 or cpi@creativeplanning.com. February 2022 | 5
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