We met Shawn and Danny when richard sold the business. We have kept with them from their first start. 3 years ago I lost my husband, and Danny and Shawn have guided me throughout everything. I trust them with everything financial.
About Creative Planning
Creative Planning is a highly regarded financial service that has built strong relationships with its clients over the years. The team, including Danny and Sean, is known for their consultative approach and responsiveness, making investment opportunities accessible without being pushy. Clients appreciate their professionalism, attention to detail, and passion for helping them achieve their financial goals. Meetings are efficient and productive, with knowledgeable staff providing useful tips for personal financial well-being. Overall, Creative Planning is recommended for anyone seeking dedicated and skilled financial guidance.
Reviews
Danny and Sean, answer our question directly, explained how category allocations are tied to our specific income goals and how CP investing strategies team work to apply disciplined instead of emotionally moves. This explained why they made the trades ahead of time.
We've been clients of Creative Planning for 2+ years. Danny and Sean have been great to work with and our portfolio has grown nicely. I appreciate their consultative approach, responsiveness, and them bringing new investment opportunities to us but never in a way that feels pushy.
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Location
2400 North Woodlawn Boulevard Ste 112, Wichita, KS 67220
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