Our Firm

Creative Planning Strategies was founded in 1968 as an employee benefits consulting firm. Over the years, we have developed into a full service financial services providor.  We focus on the unique issues and opportunities faced by each individual or business.  Our experienced personnel have the knowledge and technical tools necessary to provide a wide array of products and services to our clients.

Services for indviduals, through our registration with SagePoint Financial, focus on Retirement Income Planning and Wealth Management.  We are independent so we can choose from the wide selection of products and services available in the current market.

Our Insurance Services include life, disability long term care.

Services for employers include Retirement Plan Design, Executive Benefit Planning and Group Voluntary Benefits.