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Business Profile

Estate Planning and Management

The Estate Planning Team Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 19 Customer Reviews

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Review Details

  • John J

    Date: 06/17/2025

    John J

    Date: 06/17/2025

    I believe EPT was one of the first companies to provide an informative weekly radio program that focused on educating their audience to help navigate an appropriate retirement plan. As a client for nearly 20 years, my wife and I are very satisfied with EPT's knowledge base and tools that have guided us to a successful retirement. ***** ****** *** **** team up to provide the information and reminders that keep us on track.

    The Estate Planning Team Inc.

    Date: 06/18/2025

    Thank you for doing a review! We sincerely appreciate it. It has been a pleasure working working you and look forward to many more!

  • Al Z

    Date: 03/02/2025

    Al Z

    Date: 03/02/2025

    In 2016, in order to prepare for retirement, I began working with The Estate Planning Team. They provided very individualized planning guidance to analyze assets, income streams, and realistic projected expenses. The various scenario planning for different market assumptions gave me peace of mind regarding the timing of my retirement, and financial stability in future years. The Team guided me to get important documents in place for old life insurance policies, beneficiary designations, a Will, healthcare power of attorney, etc. I still meet with The Estate Planning Team twice a year to review and update my financial picture and anticipated spending needs. These meetings also cover tax planning, managing important thresholds that trigger additional Medicare premiums, and planning options to maximize tax planning strategies. The very personalized attention received from The Estate Planning Team allows me to make fully informed responsible financial decisions. I highly recommend The Estate Planning Team. They are the gold standard.

    The Estate Planning Team Inc.

    Date: 03/04/2025

    We appreciate your business and taking the time to do a review. We have enjoyed working with you.

  • Robert M

    Date: 03/01/2025

    Robert M

    Date: 03/01/2025

    *** *** ****** *.
    My wife and I have been with Estate Planning for nearly 20 years. We started with Don and have been pleased with the service continued with Mark, Kaeri and Wendy. They have advised us on our retirement goals and investments which have worked out well. They keep us informed on taxes, insurance and our other financial transactions. Any questions we may have are immediately answered. Retaining the Estate Planning Team was the best retirement decision for us and we highly recommend them.

    The Estate Planning Team Inc.

    Date: 03/19/2025

    We appreciate your kind review and have enjoyed working with you and being of service to you and your family. We look forward to continuing our relationship for many more years to come!

  • Stephen W

    Date: 02/27/2025

    Stephen W

    Date: 02/27/2025

    We have been working with the Estate Planning Team for two years now. Our objective is to have a clear plan for our retirement years. The Estate Planning Team has done a great job of leading us in creating the plan given our resources and things we would like to do in retirement. My wife and I are very confident and comfortable with the plan being put into place. I highly recommend the Estate Planning Team. ***** 

    The Estate Planning Team Inc.

    Date: 03/04/2025

    Thank you the review and we are so happy to hear you are confident and comfortable with your plan. We are happy to have you as our client.

  • Jack P

    Date: 02/26/2025

    Jack P

    Date: 02/26/2025

    I have been working for the Estate Planning Team for over 5 years now, Mark has done a great job educating me on my upcoming retirement and putting a retirement plan for me and helping me to make this decision coming up in the next 1.5 years. The investment in this team (Mark and Wendy) helped me feel more comfortable with this upcoming major event. Thanks for all you time, process and insight!! *****

    The Estate Planning Team Inc.

    Date: 03/04/2025

    Thank you very much for your review and are glad you are happy with the service you have received. We look forward to continuing working with you and again appreciate you taking the time to do a review.

  • Alan S

    Date: 12/27/2024

    Alan S

    Date: 12/27/2024

    We spent our working years actively saving and investing for retirement, and even though we were financially-minded building up to this time, there were still uncertainties and question marks testing our confidence when it would become time to enjoy life as retirees. This is where The Estate Planning Team excels. With an incredible deep dive into our future spending plans and needs, we came out the other end confident and assured we were doing things right. And, the best part is TEPT is with you in the following years as life plans change to help with financial and tax decisions. Couldn't recommend them highly enough!

    The Estate Planning Team Inc.

    Date: 01/06/2025

    Thank you for your kind review! We appreciate it and we really enjoy having you as our client all these years and look forward to working with you for many more!

  • Kenneth S

    Date: 06/11/2024

    I’ve been a client of The Estate Planning Team for several years . They helped me organize my finances , and advised me regarding my various accounts to minimize taxes. I’m certain that they have far exceeded more tax savings that the cost of their services. Very professional in everything they do . I’m glad that I found them .

  • John and Terri Z

    Date: 05/24/2024

    John and Terri Z

    Date: 05/24/2024

    We have used this company for more than 10 years. All personnel have been exceptionally kind, professional and helpful. Wendy, Carrie and Mark treat us as their friends, and design plans for us that are personalized, helpful and tailored to our needs.

    The Estate Planning Team Inc.

    Date: 05/28/2024

    Thank you for your review! We appreciate it and have enjoyed working you!

  • Timothy K

    Date: 05/23/2024

    Timothy K

    Date: 05/23/2024

    My wife and I have been coached through our retirement, investing, and estate planning at EPT since 2006. Initially, Don started the process, but the majority of our interactions were with Mark, Kaeri, and Wendy. They have been more than helpful, knowledgeable, and available for all of our financial needs. Our meetings and phone interactions throughout the years have helped us increase our net worth, solidify a financial plan to weather market fluctuations, sidestep avoidable taxes, establish long term health care options, and assure the smooth transition of assets to our heirs.
    We are very pleased with the outcome of their consultations with us!

    The Estate Planning Team Inc.

    Date: 05/28/2024

    Thank you for your review and glad you have had such a good experience. We look forward to many more years working with you!

  • Bob and B.J. P

    Date: 05/20/2024

    Bob and B.J. P

    Date: 05/20/2024

    The Estate Planning Team provides personalized service geared toward the needs and wants of the individual customer. They are knowledgeable, reliable, and available. We have trusted them for many years, and their advice and planning have enabled us to prepare for, and now to feel secure in our retirement. Mark and Kaeri are great and feel more like friends than financial advisors. We highly recommend them.

    The Estate Planning Team Inc.

    Date: 05/21/2024

    Thank you for your kind review! We have enjoyed working with you and appreciate you taking the time to do this. We look forward to many more years of working with you.

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