Creative Planning Services
COMPREHENSIVE FINANCIAL SERVICES
CUSTOMIZED INVESTMENT STRATEGIES
We will strive to identify the best investment options available to help meet providers’ long-term needs. Our job is not to sell investment products, but instead to help physicians select the investments with the highest probability of achieving the outcomes providers want.
THOROUGH UNDERSTANDING OF ASSETS
Our team is deeply familiar with providers’ compensation structures, retirement plans, economics of medical practices, and outside business ventures. We understand how asset allocation, debt, revenue streams, and investment diversification must work together and align with providers’ short-term and long-term goals.
OUR MISSION FOR PROVIDERS
Our mission is to help providers with the best possible path to wealth accumulation, risk management, achievement and maintenance of lifestyle, and transfer of assets. We do this by creating and implementing strategies designed to help achieve providers’ goals for their careers, practices, and outside business interests.
PRIVATE WEALTH MANAGEMENT
Integritas is partnered with Creative Planning. Investment management is our core service, with $69.4 billion in assets under management as of 12/31/2020, acquired primarily through referrals. We do not experiment with our clients’ money, and we do not invest based on hunches.
CUSTOMIZED FINANCIAL PLANNING
We assemble all the pieces to create a customized plan that will help guide providers in making sound financial decisions that balance short-term and long-term objectives.
PROVIDER-SPECIFIC TAX SERVICES
We are focused on reducing providers’ taxes wherever possible. Our team understands the tax needs of providers, their benefits and compensation, and outside business interests. Our team provides income tax consulting and compliance services tailored to providers’ unique needs.
ESTATE PLANNING
Our team includes an attorney who is experienced in estate planning and asset protection for providers, their compensation and benefits, and outside business interests. We can draft legal documents, assist with outside business interest asset planning, and advise on other legal matters common to providers and their practices.
TRUST ADMINISTRATION
Our trust administration services provide our provider clients with professional oversight of their financial, family, and community legacies. Trust administration services include accounting, recordkeeping, tax reporting, compliance, settlement and distribution. We can also help with charitable giving and foundations.
PROVIDER-FOCUSED RISK MANAGEMENT
We take the same approach to providers’ risk management planning as we do to every other aspect of their financial plan. We provide a thorough needs analysis to craft a customized strategy that helps with proper protection for providers, their livelihoods, and their loved ones.
401(K) SERVICES
We offer 401(k) and profit-sharing consulting services for new and existing plans. These include asset allocation, fund performance reviews and comparisons, investment committee oversight, fiduciary services, investment plan design and employee education programs for medical practices.