Success without fulfillment is the ultimate failure! Financial freedom is not only about money—it’s about feeling deeply fulfilled in your own personal journey.

– Peter Mallouk

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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 $60.4 Billion as of December 1, 2020 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.

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“AS WE WILL LEARN, SELECTING THE RIGHT ADVISOR CAN MEAN THE DIFFERENCE BETWEEN REACHING THE SUMMIT OR WANDERING AIMLESSLY AROUND THE BASE CAMP.”

– Peter Mallouk J.D., MBA

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THE PATH SOCIAL

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