Testimonials

I’ve been working with Craig for several years now and have consistently had a great experience. He has a talent for breaking down complex information into clear, digestible pieces, always taking the time to answer my questions thoroughly and ensure I understand all of my options. I appreciate his balanced, unbiased approach. He always presents the pros and cons of each decision to help me make the best choice for my needs.

The team at Income & Estate Planning Partners helped me understand my insurance policies, answered my questions and helped me retire earlier than I thought possible.

Craig & the I & E Planning team was integral in getting my business and personal income loss protection and disability insurance set up. This helped give me the peace of mind I needed to make sure that my family and business would be taken care of in the rare case I could not provide or be active in day to day operations.