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Business Profile

Estate Planning and Management

Four Peaks Planning Inc
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 8 Customer Reviews

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Review Details

  • LINDA G

    Date: 07/24/2024

    I would recommend Four Peaks Planning to anyone ! He has great customer service skill, friendly and very detailed orientated. I was very pleased with the Trust he prepared for us. He explained everything to where you could understand what you were signing.

  • Lori C

    Date: 05/09/2024

    A good friend of ours recommended ******************* and Four Peaks Planning. ***** made this whole process smooth and helped our family all along the way. I absolutely would recommend ******************* and Four Peaks Planning Incorporated for estate planning and management!

  • Cher N

    Date: 02/06/2024

    ************ is VERY willing to assist his clients! My Trust was made in 2010 with Four Peaks Planning, **** Recently, I needed help, removing a home, from an LLC. ******************* went out of his way to take care of all the necessary steps needed, to complete this task. He is a professional in all aspects of his business. Thank you so much, for your needed assistance! *********************

  • Donna H

    Date: 08/01/2023

    The Four Peaks Planning booklet they gave me for my Living Trust has all the information needed and arranged in an order to make it easy to work through. It was a smooth process as everything was explained so that I understood each page and what I should do on my part. Later when I wished to add an amendment, they were nice and quick in taking care of it. Highly recommend.

  • Steven P

    Date: 06/23/2023

    Ive been working with ***** at Four Peaks Planning for 5 years and cannot be more pleased! He is always responsive, listens to my needs and provides helpful suggestions and insights.

  • Carol L

    Date: 06/16/2023

    ******************* and Four Peaks Planning are the best! He set up my revocable trust and provided amendments as I needed them. He was professional and easy to work with and made a complicated document process easy to understand and complete. I would highly recommend ***** and his company to anyone who needs estate planning. Plus it helps that he is just a really nice guy.

  • Judith W

    Date: 01/26/2023

    ***** at Four Peaks Planning has been a great resource for us when we updated our trust.Very easy to work with and responsive when anything needs changing.Also a very pleasant person.

  • Susan L

    Date: 01/09/2023

    My husband found ***** and Four Peaks Planning and I was skeptical. How could he do such a great job and with amazing reviews? However, he did a great job and earns every star. He was prompt, pleasant, explained everything so I was comfortable. This is not a topic I was comfortable with and he made sure we were comfortable and understand everything. I highly recommend him!

Four Peaks Planning Inc is BBB Accredited.

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