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Russ Kaplan Investments
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Omaha, NE 68144
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Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.
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7 Oaks Investments
1
"I've known Paul most of my life and he's always been a go-getter with the customer in mind. The simple fact that he only manages property that he owns is a plus for both client and potential..."
Raymond J.
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Russ Kaplan Investments
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