Creative Planning

Bronze

Creative Planning

FBINAA Contact

Travis George
Lead Operations Manager (Lt. Retired)
mobile:  1.816.726.4562
office:  1.913.274.2983
travis.george@creativeplanning.com

About Creative Planning

As a first responder, you have access to retirement and wealth management services through a brokerage firm, such as Charles Schwab, Voya or Nationwide. But did you know there’s more you could be doing? To increase the probability of reaching your financial goals over the course of your career, Creative Planning can take you to the next level. One of the nation’s largest registered investment advisors, Creative Planning can build upon the guidance provided by both your designated brokerage firm and your department or union.

Using proven investment and risk mitigation strategies, Creative Planning provides comprehensive wealth management that goes beyond the mostly automated model services you receive from your department’s retirement plan. We’ll build your plan out to age 99 for you and your spouse, because life doesn’t end when you retire.

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