Creative Planning, LLC

We have had the pleasure of working with Mike Harvey at Creative Planning. Mike is a true professional and someone that I have grown to trust & respect to do what is right for my family. The entire Creative staff is friendly and knowledgeable of our needs. You cannot go wrong with choosing Creative Planning to guide you in your financial future.

I have been with Creative Planning for over 5 months and so far I'm extremely impressed. They have changed my financial plan from great, under my guidance, to outstanding. I believe they are very fine people who have your best interests at heart.

Very thorough in presenting financial information. Spends quality time and will review in depth. Fantastic interpersonal skills.