The most professional and experienced team I ever worked with. Everyone starting with our Wealth Manager are experts in their fields and great to work with. They are truly family office to take care of all of our investments, taxes, estate planning and retirement plans. Special thanks to El Dorado Hills Creative Planning... read full comment
February 2023
Tamara and Erick are great to work with, very thorough and share options for all the decisions along the way.
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.
