Creative Planning

Oct 2022

We have been clients for several years and the experience is the best. We have had other financial advisors before and felt they only followed a set program, no matter what the markets were doing. I have to say that Creative is constantly working for us. We are retired now and our future looks good. All the services Creative offers makes life so easy to manage (lawyers, accountants, and advising.). We often recommend Creative to our friends and the ones that take our advise are so happy they did. Best decision ever!!!!

Oct 2022

Creative Planning - Omaha is an outstanding investment group. We went through a few before coming to this organization and have never looked back. Creative planning offers many other services that compliment your investment strategy. You don’t have to use them but they are there if you want them. We could not be happier with our investment choice and our referrals should say it all!

Oct 2019

We have used Creative Planning since 2014. In the past five years our market value has grown to six times the amount we had in 2014. My wife and I were both able to retire early and move to the Myrtle Beach area with all of our bills paid and enough money to last until we are more than 100 years old. I highly recommend Creative Planning.