Reviews

Greg helped my husband and I set up a trust and get our wills and POA papers in order. He was such a great help and we are so pleased with all he accomplished for us. PS: Please give Greg a call and get your estate in order now so later on your kids don't have to deal with all the hassle!

Greg was extremely professional, and knowledgeable throughout the sale of my parents home. He was patient, courteous, and timely in his responses. He always took then time to answer any questions we had. He kept us updated throughout the process. We enjoyed working with him and would recommend him to others.

We were having issues with updating different items to a life insurance policy. Our Rep, Greg, was very kind, patient and helpful. He worked with the Life insurance Agency to fully understand what they needed and assisted in filling out the correct forms and the next steps we need to do. He also explained some of the verbiage as well. Thank you Greg!

Greg helped us put our financial planning in order for when we are no longer on this earth. He was extremely helpful in explaining what a trust is, how it works, what benefits it would be to us. He did this with words that we could understand and comprehend. Very helpful with the many questions we had for him. He presented himself very professionally. My husband and I are now very comfortable if something happens to either of us because our plans will be carried out by the Trust. We owe a big Thank You to Greg and the team at Estate Planning.

Greg set up a living trust for my mother. He was very thorough and kept costs to the original amount that was quoted. I also chatted with him to seek his advice of whether an LLC was advisable for me and he gave advice that meant lower or no fees for him, indicating to me that he was indeed speaking honestly. In addition, Greg always responded quickly to any follow questions. Highly recommended.