creativeplanning.com

# 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/