Creative Planning

Creative Planning is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $72 billion in assets across all 50 states.

For more information, contact Logan Forbis.

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Represented By:

Logan Forbis

Website:

www.creativeplanning.com

Contact Information:

5454 West 110th Street
Overland Park, KS 66211
(913) 742-7972

Our Services

Education

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How We Are Different