Regardless of stage of your life and your current financial picture, the quest for financial freedom can indeed be conquered.
Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015).
Please see Creative Planning’s important disclosure information.
THE PATH
Why the future is better than you think and why there is no greater time in history be an investor“My goal in this book is to share my experiences with you and help eliminate the complexities you face in creating your own path.”
— Peter Mallouk
TO FINANCIAL
How to chart your personally tailored course for financial security“I look forward to being your guide, helping you to articulate your financial goals, avoid dangerous mistakes, and maximize the opportunities available to you along the journey.”
— Peter Mallouk
FREEDOM
How markets behave and how to achieve peace of mind during volatility“Success without fulfillment is the ultimate failure. Financial freedom is not only about money – it’s about feeling deeply fulfilled in your personal journey.”
— Peter Mallouk
CREATE CERTAINTY
What the financial services industry doesn’t want you to know“Human progress is an unstoppable force: our future is not linear; it’s exponential.”
— Peter Mallouk
IN
YOUR
How to select a financial advisor that puts your interests first“The road to financial freedom is long. It begins with your first job – yes, that job as a summer lifeguard counts – and ends with the financial legacy you’re able to pass on to your descendants.”
— Peter Mallouk
FINANCIAL PLAN
How to navigate, select or reject the many different types of investments available.“It’s my opinion, and the opinion of many experts, that humanity’s best days are ahead of us. As we have already seen in this chapter, humanity is certainly trending upward. It is also why this could potentially be one of the best times in history to be an investor.”
— Peter Mallouk
HOW DO YOU KNOW IF YOUR INVESTMENTS ARE ON TRACK?
Peter Mallouk is the owner and CEO of Creative Planning. The firm provides comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Focusing on clients with investable assets of at least $50,000, Creative Planning currently manages $90 billion as of June 30, 2021 for clients in all 50 states and abroad.
Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014 and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015).
Please see Creative Planning’s important disclosure information.
THE PATH SOCIAL
In this page turner, learn why Peter Mallouk believes the world is better than we think and why humanity's best days are ahead, even though it feels like we're in the midst of volatility.
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With plain English, witty humor and stories that inspire, The Path is a book you won't want to keep closed.
Order your copy and chart your own personal course to financial freedom: https://t.co/3KThidEr5i https://t.co/mv45AsAUHG
Why did Tony Robbins and Peter Mallouk write The Path?
Watch their interview below to learn why they believe you can create certainty in your financial plan, even in the midst of chaos. https://t.co/qRrvsAxQOs
"Let the excitement of the future be your fuel!" - @PeterMallouk https://t.co/qyuCjEaMKc
What do you need to know before hiring a #financialadvisor? @PeterMallouk breaks down the 3 main factors to ensure an advisor is aligned with your best interests.
Learn more strategies to achieve financial freedom in The Path: https://t.co/3KThidEr5i https://t.co/KZlcRNHAoC