Our team of producers and account executives currently handle hundreds of employee groups of all sizes within many different industries.  We have decades of experience that we’d like to put to work for your company.  Below is a partial list of Employee Benefit products, solutions and services.  If you have a question about any of these topics below or a topic you don’t see listed, please contact our team for answers.

Benefits Advisory, Strategy & Implementation


We are benefits and human resources advocates for our clients. We strive to create and implement the best solutions for their unique business goals, using our deep resources within the industry and our highly accredited advisory team.

Our priority is to provide not only sound advice and strategy for a benefits platform, but to also lead the implementation process and continue communication moving forward to ensure a successful benefits launch.

Benefits Administration Solutions

In addition to great products and superior service, Creative Planning Benefits, LLC has partnered with several benefits administration systems, each with a unique approach to ben-admin. From open enrollment, reports and tracking, to implementation, these systems help modernize and streamline the whole process, allowing your business to focus on its people and products.