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Creative Planning is an independent wealth management firm providing financial planning, investment management, family office, tax, estate, and business consulting services. Its advisers work with individuals, families, businesses, institutions, and clients living abroad, coordinating expertise across different aspects of financial planning. The firm describes a customized planning process that begins with clients’ goals and uses them to inform portfolio and wealth decisions. Creative Planning also works with separately governed licensed accounting firms for certain audit and attest services. Service scope and eligibility vary by engagement and location; investment and planning outcomes are not guaranteed.