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 approximately $50 billion for clients in all 50 states.
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
What are your dreams?
@PeterMallouk discusses why defining and prioritizing your goals is necessary before selecting any #investments. https://t.co/2GvBFe4iK1
#Financial security isn't usually acquired – you need to follow the path to achieve it. https://t.co/bLx1hIkudl
How is investing like playing sports?
@PeterMallouk describes how investors, much like athletes, need a disciplined approach to reach their goals. https://t.co/prQWdZ1aD7
“If the past seventeen years have taught me anything, it’s that Americans are yearning for a clear and concise way to receive financial advice that is free from conflicts.” -Peter Mallouk
Learn more about developing your path to #financial freedom at https://t.co/3KThidEr5i. https://t.co/117EXwTl7j