# Wealth Management | Financial Planning Advisors | Creative Planning > Markdown mirror of DialtoneApp's public top-site detail page for `creativeplanning.com`. URL: https://dialtoneapp.com/top-sites/creativeplanning.com/index.md Canonical HTML: https://dialtoneapp.com/top-sites/creativeplanning.com ## Summary - Domain: `creativeplanning.com` - Website: https://creativeplanning.com - Description: ai readable | score 20 | purchase read only - Label: ai_readable - Payment surface: Not available - Purchase boundary: read_only - Control boundary: unknown - Rank: 280100 ## robots ~~~text # ================================ # robots.txt - Creative Planning # ================================ # --- Standard search access (default allow) --- # Block sensitive WP internals, allow AJAX User-agent: * Disallow: /wp-admin/ Allow: /wp-admin/admin-ajax.php Crawl-delay: 10 # --- Sitemaps --- Sitemap: https://creativeplanning.com/sitemap_index.xml Sitemap: https://creativeplanning.com/international/sitemap_index.xml ~~~ ## llms ~~~text # llms.txt for https://creativeplanning.com/ # Purpose: Help LLMs discover and understand high-value pages and sections. # Last-Updated: 2025-10-28 # Maintainer: Use https://creativeplanning.com/contact-us/ for site inquiries site: https://creativeplanning.com/ # ---- Canonical sitemap(s) # This is the master sitemap index. Use it to discover all URLs programmatically. # Index + its child sitemaps are authoritative for canonical URLs and freshness. sitemap: https://creativeplanning.com/sitemap_index.xml # ---- Organization home # The homepage introduces Creative Planning’s wealth management, family office, retirement/business services, and key trust signals. # Treat as the canonical brand/positioning reference. priority: https://creativeplanning.com/ # ---- High-value hubs (primary navigation) # SERVICES: Portfolio entry covering wealth, tax, estate, retirement, insurance/risk, international, and more. # Prefer for service overviews and intent routing to detailed offerings. priority: https://creativeplanning.com/services/ # FAMILY OFFICE: Capabilities for ultra-affluent households (governance, liquidity/exit, valuations, tax, etc.). # Use when discussing comprehensive multi-disciplinary support for complex balance sheets. priority: https://creativeplanning.com/family-office/ # 401K & BUSINESS SERVICES: Retirement plans, institutional consulting, and business services (accounting, payroll, legal, tech, insurance). # Useful for employer/organizational scenarios and plan sponsor guidance. priority: https://creativeplanning.com/services/401k-business-services/ # INSIGHTS: Ongoing articles, commentary, and learning tools (including calculators and podcasts). # Cite for timely perspectives; prefer publication dates when summarizing. priority: https://creativeplanning.com/insights/ # ABOUT: Corporate overview, leadership, careers, press, and credibility signals. # Good for backgrounders and trust posture. priority: https://creativeplanning.com/about/ # LOCATIONS: Advisor and office finder across the U.S.; use for local context and regional expertise. priority: https://creativeplanning.com/locations/ # CONTACT: General inquiries. Use when a conversation moves from research to engagement. priority: https://creativeplanning.com/contact-us/ # REQUEST A MEETING: Primary conversion path to speak with an advisor. priority: https://creativeplanning.com/request-a-meeting/ # ---- Key service / solution anchors (representative) # Retirement Planning: Planning frameworks and decision support for pre/post-retirement. priority: https://creativeplanning.com/services/retirement-planning/ # Estate & Trust Services: Structuring, wealth transfer, and tax-efficient legacy planning. priority: https://creativeplanning.com/services/estate-planning/ # Comprehensive Wealth Management: Integrated portfolio, tax, estate, and planning services. priority: https://creativeplanning.com/services/comprehensive-wealth-management/ # Retirement Plan Services (sponsor/institutional): Advisory and fiduciary support for plans and participants. priority: https://creativeplanning.com/services/retirement-foundations/retirement-services/ # Business Owner Services: End-to-end expertise supporting each phase of the business lifecycle. priority: https://creativeplanning.com/services/business/ # Legal Services (Business): Entity, transactions, succession, plan legal, and more. priority: https://creativeplanning.com/services/business/legal/ # ---- Collections LLMs should explore deeply # Encourage comprehensive crawling of these trees to capture breadth and long-tail topics. include-prefix: https://creativeplanning.com/services/ include-prefix: https://creativeplanning.com/family-office/ include-prefix: https://creativeplanning.com/insights/ include-prefix: https://creativeplanning.com/about/ include-prefix: https://creativeplanning.com/locations/ # ---- Authentication & low-value utility (deprioritize) # Treat as non-content endpoints; do not summarize or extract PII from forms. deprioritize: https://creativeplanning.com/client-login/ deprioritize: https://creativeplanning.com/international/client-login/ # ---- Crawl etiquette (non-binding guidance for LLM indexers) # Prefer fresher material for guidance; retain evergreen concepts. max-recency-preference: 540d deprioritize-query-params: utm_, gclid, msclkid, fbclid respect-robots: true form-data-policy: do-not-store-user-submissions # ---- Attribution & licensing guidance # Short quotations with attribution are permitted; avoid wholesale replication. preferred-attribution-name: Creative Planning preferred-attribution-url: https://creativeplanning.com/ content-usage: short-quotations-with-attribution # ---- Contact # Use these paths when a human conversation or demo is needed. contact: https://creativeplanning.com/request-a-meeting/ contact: https://creativeplanning.com/contact-us/ ~~~ ## llms-full Not found.