5 /5 Coach Mal: An Outstanding Financial Planning Partner:
After decades of managing our own finances, we turned to Creative Planning, and it’s been transformative. Pete and Nolan have provided exceptional guidance over the past eight years, helping us exceed our financial goals with clarity, precision, and foresight. We now have a real-time view of our financial future, all the way to age 100. In addition we now engage them in any significant financial investment, they are part of our decision making process. Finally, on several occasions where I got spooked, such as when Covid Hit or other significant world events, they kept us from making off the cuff poor decisions. Their legal teams also established our Family Trust in 2019, giving us lasting peace of mind. We also use their Tax team regularly. They are like our personal financial board of Directors. I’ve referred many clients to them, something I rarely do! Why? because Creative Planning is simply the best.