Reviews

Review Details

• Review fromDave B

  Date: 09/11/2023

  5 stars
  Kaeri and Mark are excellent.
  I would highly recommend
  They 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.

• Review fromJoe R

  Date: 08/14/2023

  5 stars
  We love working with Kaeri and Mark. They are great and make Financial Planning easy to understand. We highly recommend The Estate Planning Team.

• Review fromEdward P

  Date: 08/13/2023

  5 stars
  I have been using the Estate Planning Team for more than 10 years. Short and simple, they do a great job in all aspects of estate planning. If they didn’t I would have left the Team years ago.

• Review fromMichael S

  Date: 08/10/2023

  5 stars
  We have been working with The Estate Planning Team for over 15 years. Mark and Kaeri are terrific! They helped us set up our original plan when we were both working and now that we are both retired TEPT monitors and updates our plan to make sure we are on track. We meet with them at least twice a year, once or twice to update our plan and once towards year end to work thru tax planning. They are very responsive to any questions that arise between visits. Mark is very thorough in setting up our plan, working thru various scenarios and modifying our plan as things change in our lives. Kaeri is a great co-owner, she is very knowledgeable and sees to it that we get information on a timely basis and the information we provide them is incorporated into our plan. Thanks to TEPT we sleep better knowing our retirement is secure.
  **** *

• Review fromRichard M

  Date: 08/10/2023

  5 stars

  Richard M

  Date: 08/10/2023

  Ten months before retiring, we had our first meeting with The Estate Planning Team and developed a plan and set goals for our future. Now, after 18 years, our plan is still practical and successful. We have annual meetings and occasional telephone calls to ensure we are on track , and receive helpful reminders about required scheduled activities. Over the years, in addition to our plan, the Team has identified and recommended strategies that we may want to discuss with our legal or tax professionals. We are very satisfied with our relationship with The Estate Planning Team.

  The Estate Planning Team Inc.

  Date: 08/11/2023

  We appreciate your 5 star review! We have worked with you many years and hope to continue our relationship for many many more years.

• Review fromLynda C

  Date: 08/10/2023

  5 stars

  Lynda C

  Date: 08/10/2023

  The Estate Planning Team has saved me from making the wrong choices many times. I have come to rely on them for tax planning, RMD spending, investing options, and many other smaller everyday concerns. I can always call and quickly get a response. They are professional, yet I think of them as my friends, who share my best interest. I will continue with them, and my family will also continue to be part of their financial family.

  The Estate Planning Team Inc.

  Date: 08/11/2023

  We greatly appreciate your review and kind words and glad you are happy with our services. We look forward to continuing our relationship for a very long time! I like that you used the word family because we do like building relationships with our clients beyond the numbers. You have been a pleasure to work with always!

• Review fromJohn L

  Date: 08/07/2023

  5 stars

  John L

  Date: 08/07/2023

  We have been with the Estate Planning Team for a number of years. Their initial review of our finances was a real eye opener. Their suggestions were spot on and we have enjoyed a great relationship with Mark and Kaeri and will continue to be clients for a long time to come. They are on top of all the current changes in the tax laws, Social Security, and investments you can"t go wrong with being a Estate Planning Team client.

  The Estate Planning Team Inc.

  Date: 08/11/2023

  Thank you for the 5 star review! It means a lot when clients had let us know how we are doing! We love having you as our client!

• Review fromJohn K

  Date: 07/21/2023

  5 stars

  John K

  Date: 07/21/2023

  The people at the Estate Planning Team are always friendly and very knowledgeable. They were instrumental in assessing my financial situation which gave me the peace of mind to retire when I did.

  The Estate Planning Team Inc.

  Date: 08/11/2023

  Thank you for your review and your kind words. We appreciate you taking the time to write this. I am glad you have peace of mind since as much as planning is about the numbers, it is just as much about peace of mind. It has been a pleasure helping you over the years.

• Review fromNeal N

  Date: 10/22/2022

  5 stars
  I have been utilizing the Estate Planning Team for the last 9 years. My employer offered about 8 different options for my pension and payouts for my retirement. The Estate Planning Team processed 13 different retirement scenarios for me over a period of time. This allowed me to compare the options utilizing my situation and other sources of income. In the end I was able to retire early.
  I still meet with them one or two times a year for tax planning and retirement plan updates when I feel an update is needed. The result is a sense of peace for both my wife and myself as we go forward with retired life.