The Estate Planning Team, Inc.

Jan 2024

We've worked with the Estate Planning Team for over 15 years, from pre-retirement to now 10 years into retirement. We have relied on them to help us transition into retirement as smoothly as possible. They have given us help on everything from tax strategies to long term care, will and Trust documents. Our yearly meetings allow us to adjust our living expenses to match the outside financial pressures of the day. Their support has been the basis of feeling confident we will be able to live comfortably and still leave something for our heirs.

Sep 2023

Kaeri and Mark are excellent.I would highly recommendThey are focused on you and your financial wellbeing and successful outcomes for you. My experience with them has reinforced my confidence that we are on track before and now in retirement.

Aug 2023

I have been with the Estate Planning Team for over 15 years. They have helped me with taxes, budgeting, spending, inheritances, and many other smaller issues. I am thankful they are in my corner when I need help and just for regular financial maintenance.