Testimonials

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.

I & E Planning is a client first organization. They helped my husband and I plan, strategize, and actively transition to retirement while understanding when we could access money, and best understand the implications with social security. They have been in our corner the last 10 years and it has truly been a blessing. I would recommend them to anyone of my close friends or family.