Benjamin Hake, Cpa Email & Phone Number

Ben Hake is a tax director at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent WealthManagement Firm in the United States on the only rankings the network ever released (2014-2015)*.Creative Planning manages $49.4 billion as of June 30, 2020 for clients in all 50 states.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.Creative Planning Tax provides income tax consulting and compliance services to a wide range of clients, including individuals, businesses, trusts, and not-for-profit entities. Our Tax Directors work to ensure each client understands their tax situation, while providing reliable, timely advice as well as proactive planning. SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities

Listed skills include Cpa, Financial Accounting, Tax Preparation, Accounting, and 7 others.

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  Tax Director

  Creative Planning Inc.

  Dec 2013 - Present - Leawood, Ks

  Work directly with clients to provide timely and accurate tax planning strategies, tax compliance and advisory services tailored to meet their goals and needs.