Creative Planning Insurance Agencies Limited was formed in May 1971 by Sheldon Taerk, Mel Gilbert and Don Morrison. Our mission is to serve our clients with the utmost degree of professionalism, knowledge and experience. To do so, we have developed a dynamic and innovative financial service organization providing a broad range of insurance and investment products.

The complexity of today's financial products increasingly causes our clients, whether small business owners or multinationals, to look to Creative Planning to provide expert and impartial advice.

The structure of Creative Planning Financial Group enables our clients to take advantage of any combination of services to fulfill their financial planning needs. Our unique approach permits us to create and implement a comprehensive range of financial programs for individuals and corporations.