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Points of Differentiation |
Creative Planning |
Other Advisor |
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Does not offer proprietary funds, thus avoiding the most significant conflict of interest. |
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Able to coordinate financial planning, estate planning, investment management, and risk management all in house? |
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Your advisory team consists of Certified Financial Planners (CFP®), a Certified Public Accountant (CPA), and an estate planning attorney? |
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Your advisory team has a strong business education, including degrees in business, finance, education, MBAs, and law degrees. |
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Listed in Worth Magazine's Top 100 Wealth Advisors in America? |
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Chief Investment Officer named the #1 Advisor in America for Baby Boomers. |
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Listed in Barron's Magazine's Top 100 Independent Financial Advisor? |
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Featured on Bloomberg Wealth Manager's List of Champions? |
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Listed as one of Medical Economics' Top 150 Financial Advisors for Physicians? |
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Financial Planning firm for more than 20 years. |
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Reviews of your estate planning documents by an attorney who has drafted over 4,000 estate plans? |
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Can personally identify with your financial planning issues? |
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Same day response to your questions? |
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Strong involvement and ownership in residential and commercial real estate? |
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Financial plans and legal documents delivered within 1 week? |
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Overall fees are less than that of an average mutual fund. |
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