In 2004, Creative Planning was organized as a family of firms to provide the critical advice required by business owners and their executive leadership teams. That advice, utilizing wide ranging expertise in multiple disciplines, helps our clients make appropriate decisions in key areas including employee benefits, property and casualty, 401K and their individual wealth management. This ability to look intelligently at all aspects of our clients’ unique challenges has helped us become one of the fastest growing consulting firms in Kansas City and…
The #1 Independent Advisor in America
– Barron’s Magazine 2015
The #1 Fee-Only Wealth Management Firm
– CNBC 2015
Employee Benefit Division
The dynamic and evolving employee benefit division at Creative Planning Benefits is a partnership of insurance professionals that have merged together over the last decade to form a full service agency skilled at assisting groups of all sizes from smaller local companies all the way up to large multinational corporations. Although the health care industry continues to become more complex, our partners maintain the firm’s focus on three simple components to help our clients…advice, solutions, and value.
In 2013 Creative Planning Benefits, LLC joined United Benefit Advisors. UBA is a partner owned alliance of more than 140 premier independent advisory firms with more than 200 offices throughout the U.S., Canada, and the U.K. The combined entity makes UBA one of the nation’s top five employee benefit advisory organizations. Now more than ever, navigating the world of employee benefits can be a time-consuming drain on your company’s resources. As a UBA partner, we can provide companies of any size the expertise, solutions and best practices necessary to attract and retain quality employees.
Creative Planning Benefits, LLC has earned numerous agency designations as a result of the volume of business our agency has placed with these regional and national carriers. The strong relationships we have developed with these top carriers help us help our clients with expedited plan installation, problem resolution and most importantly…pricing negotiations.
The #1 Independent Advisor in America – Barron’s Magazine 2015
Property & Casualty, Commercial Insurance
Top 15 Rated agency in Kansas City – Ingram’s Magazine
401K & Retirement Plans
Servicing over $1 Billion in 401K and Retirement Plan Assets