Creative Planning

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5454 W 110th St
Leawood, KS 66211
+1 (866) 273-2848
https://creativeplanning.com

Creative Planning Legal in Leawood, KS offers specialized expertise to support businesses in protecting and preserving their financial needs. With a team of in-house specialists including estate planning attorneys, CPAs, insurance specialists, and wealth managers, they provide a full suite of services such as mergers and acquisitions, real estate transactions, business incorporation, and business succession planning.

Through their in-house team of credentialed professionals, Creative Planning Legal delivers comprehensive support for every aspect of a business's financial picture, including estate planning, financial planning, business valuation, and employee benefits plan legal services. Their expertise in defined contribution and defined benefit plans ensures businesses can navigate complex regulations and responsibilities to help employees achieve financial security in retirement.

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2.550 reviews
Bob F.
9/5/2025

This company has done a good job for us over the last 3 years. I've compared our returns with some other firms and we've done very, very well. Very professional and knowledgeable staff, and...

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John S.
6/21/2025

I am tired of it. My advisor Lindsey Day, does not accept phonecalls, and avoids me. Not very helpful at all. I can not ask for a new advisor, as this involves a third psrty special needs trust.It...

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Dick O.
5/16/2025

Really "NON_CREATIVE" planning ... a "Cookie-Cutter Portfolio" that came out of a lousy computer program, and NO positive results. I dropped them after about 11 months, and then they had the...

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Shawn C.
4/16/2024

I was a customer of creative planning for about a year. When they solicit you for business they promise and over commit to a lot of things. I found my rep Anpu very difficult to get communication...

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Kate I.
2/18/2025

Hard sales pitch, talked over me, would not even dignify my questions about their services by answering my questions. Disregarded my intelligence as a woman and a senior. I'd not trust them with a...

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United States›Kansas›Leawood›Creative Planning

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