Creative Planning is a New Richmond, WI tax and financial services provider with source-backed offerings that include tax services, strategic tax planning, accounting services, bookkeeping services, and payroll services. The profile facts also list CPA credentials and note the firm has operated since 1982.

The available source text describes a broader practice spanning wealth management and financial planning, estate planning, retirement planning, investment management, insurance planning, and family office services. For business and organizational clients, Creative Planning also lists business tax, audit and attest, outsourced accounting and bill pay, payroll, business valuations, retirement plan services, and institutional investment consulting for nonprofit organizations.