About Us

Your advocate for a better financial future

Creative Planning Financial Group

Dynamic, innovative and independent.

We help our clients define and realize their financial goals. We have developed a dynamic, innovative and independent financial service organization to provide a broad range of insurance and investment solutions for our clients.

With over 50 years of experience working with families, business owners and professionals, we appreciate the challenges that come with financial success. Our clients rely on that experience for proven strategies that meet their challenges. Our approach to building lifelong relationships and working collaboratively with your other trusted advisors ensures that we deliver the financial solutions that are right for you.

Our Clients

Our clients range from successful individuals and their families to large, privately held companies.  More importantly, our clients have goals, dreams and visions they want to protect.

Our Services

Personal Insurance

Corporate Insurance

Wealth Management

Group Benefits

Our People

We have carefully selected our Partners, Associates and Staff based on the values important not only to us, but to our clients.