Who is involved in my retirement and estate planning with Four Peaks Planning, Inc.?
After educating you on various planning issues and strategies, Four Peaks Planning, Inc. takes your requests to local brokerage firms and experienced attorneys to review your best options. Brokerage firms work first-hand with the companies offering planning products and are the first to be aware of new planning tools. With multiple brokerage firms working for you, a larger selection of planning tools and strategies are available. The attorneys have over twenty years of combined experience planning for both small and large estates. Estate planning tools, such as wills, living trusts, CRAT’s, CRUT’s and ILIT’s are produced by these attorneys. With Four Peaks Planning, Inc. you have a wealth of resources and planning strategies.
After educating you on various planning issues and strategies, Four Peaks Planning, Inc. takes your requests to local brokerage firms and experienced attorneys to examine your best options. Brokerage firms work first-hand with the companies offering planning products and are the first to be aware of new planning tools. With multiple brokerage firms working for you, a larger selection of planning tools and strategies are available. The attorneys have over twenty years of combined experience planning for both small and large estates. Estate planning tools, such as wills, living trusts, CRAT’s, CRUT’s and ILIT’s are produced by these attorneys. With Four Peaks Planning, Inc. you have a wealth of resources and planning strategies.
