Creative Planning Benefits, LLC

National Expertise, Local Partnership

Employee Benefit Consulting

Creative Planning Benefits, LLC is a full-service employee benefit brokerage and consulting firm. We combine the systems and technical expertise of a large national firm with the hands-on customer service of a local business partner. If your question is employee benefit related…we’ll handle it!

Key Areas of Focus for ROI

ROI Graphic Slide

Mondernized Benefits

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 seccessful benefits launch.

United Benefit Advisors

ROI Graphic Slide

United Benefit Advisors is a Partner-owned alliance of more than 140 premier independent benefit advisory firms with more than 200 offices throughout the U.S., Canada and the U.K.

Since 2002, UBA Partner Firms have combined their collective power and coordinated resources to obtain the most competitive rates and enhanced employer services through a sea of insurance carriers and technology providers. By collaborating with more than 2,200 experienced benefits professionals, UBA Partner Firms deliver ideas, expertise and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families.

Health Plan Benchmarking


Based on responses from 11,000+ employers sponsoring more than 20,000 health plans, our Benchmark report is the nation's largest proprietary health plan survey and it provieds more accurate and detailed data than any other source. Benchmarking data from the Health Plan Survey can help you gauge a wide range of factors regarding your health plan offerings including where you rank from a plan design, cost and contribution standpoint. As health insurance continues to change, and costs continue to rise, understanding where you fall on the spectrum is important for your business. Contact us today to see how your plan and rates compare.

HR Solutions & Technology

Creative Planning Benefits, LLC offers expert advice and solutions to your complex HR problems from our certified HR professionals. Our solutions and technology will help you feel confident about your company’s compliance and allow you to stay focused on your business.

Payroll Integration Payroll Integration
New Hire Onboarding New Hire Onboarding
Employee Experience Employee Experience
Benefit Administration
Benefit Administration Solutions
Immediate HR
Immediate HR Support

Have a question... we'd love to help!