The Essential Planning Group

Financial Services - Tigard, OR, US

The Essential Planning Group Employees
Lori Mortier

Administrative/Marketing Assistant

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Kathy Lambrecht

Accountant

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Joshua Acker

portfolio administrator

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Becky Jenkins

marketing director

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Andrew Lord

owner

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Krista Kaysner

Vice President

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Natalie Simon

Trust Account Services Representative

Contact Natalie Simon

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The Essential Planning Group Senior Management
Andrew Lord

owner

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Andrew Lord

Owner

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Craig Martin

President/CFO

Contact Craig Martin

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The Essential Planning Group Details

The Essential Planning Group is a nationwide preneed and endowment care master trust and trust administration service. Our expertise is comprehensive, efficient, compliant service to funeral and cremation providers, cemeteries, state funeral associations and financial institutions ─ helping them maintain focus on their clients and communities while improving preneed business outcomes.Our services include American Funeral & Cemetery Trust Services (AFCTS), American Prepaid Cremation Services (APCS), preneed insurance, third party administration (TPA), and Worldwide Travel Protection Plan.

The Essential Planning Group logo, The Essential Planning Group contact details
Employees: 20 - 49
HQ: 800-769-9363
Location: Tigard, OR, US
Revenue: 1 - 2.5 Million
Trust Administration Financial Services Financial Advisory Services
The Essential Planning Group Technologies
Email Providers

Outlook

Load Balancers

Apache

Domain Name Services

Route 53

Fonts

Google Font API

Other

Microsoft Office 365

Hosting

Amazon AWS

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