In today’s self-made era, independent business owners hold the majority of America’s wealth, and the need for strategic financial planning has never been more crucial. That’s why CreativeOne is providing comprehensive planning solutions for privately held businesses.
54%
household wealth
~1/2
of private businesses
70%
of investable assets
As a financial advisor, you may sometimes feel hesitant to broach the topic of generational planning with their best clients. At CreativeOne, we recognize knowledge barriers, and will equip you with resources to better serve your clients with meaningful planning opportunities.
We empower advisors like you to navigate the complexities of your clients’ lifelong achievements as privately held business owners, allowing you to leave a lasting impact on their families and communities. Our advanced markets team can help you navigate tough conversations and work to meld investment philosophies from advisors, attorneys, and public accountants to achieve client goals.
Third-generational planning
Buy-sell, continuity, and succession planning
How to retain key employees
Tax-efficient legacy planning
Family office expertise
Employee stock option plans (ESOP)
Corporate-owned life insurance (COLI)
Bank-owned life insurance (BOLI)
Client-side support
Joel Houser
Vice President, Business Development, Life Division
CreativeOne
jhouser@creativeone.com
913.402.2166
We align our strategies with your firm’s philosophies. By working closely with you, your approach and what’s important to your clients, their families, and stakeholders. We ensure that our recommendations seamlessly integrate with your existing processes, to create a cohesive, client-centric experience.
We have a deep understanding of insurance products and can provide you with the insights to address your clients’ insurance concerns with product-agnostic strategies. Whether it’s life insurance as an asset class or leveraging the intrinsic tax-advantages, we have S&P 500 index-level expertise to guide you and your clients through the intricacies of advanced planning.
We understand that some conversations can be difficult to navigate, particularly when it comes to addressing sensitive topics within families. Our experienced team can handle these delicate conversations with you, offering guidance and expertise to ensure that all avenues are vetted and plans include the best-case opportunities to achieve your client’s goals while complementing your firm’s philosophies.
We take a client-centric approach, understanding everyone has unique financial goals and circumstances. Our strategies are not bound by specific products or providers, allowing us to tailor solutions to best suit your clients’ needs and aspirations.
Planning for the future is not just about the present—it’s about creating a lasting legacy and powerful community impact.
S&P 500 Index caliber expertise
Control the conversation and direction
Firm-level generational asset preservation
Empower generational planning conversations
Client-side know-how
Advisory guidance blending into firm philosophies
Advanced market expertise + part of your firm
Schedule a strategy session with Joel.
Source: Fidelity Institutional
913.814.0510
6330 Sprint Pkwy
Suite 400
Overland Park, KS 66211
getcreative@creativeone.com
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Registered Investment Advisory services provided by CreativeOne Securities, member FINRA/SIPC. CreativeOne Securities is a wholly owned subsidiary of CreativeOne. CreativeOne is not responsible for the results of the program or any liability stemming from the use of it. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
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