Four Peaks Planning, Inc.

I would like to thank Mr.[redacted] of the Four Peaks Planning, Inc., to help us to set up our living trust. His quick, sincere and professional attitude gave us a very good

impression. The details which he gave us are exactly what we need in these days. I would say I will refer more friends and relatives to get his services if they need.

Thank you and appreciated. [redacted].

We used Four Peaks Planning Inc. upon the recommendation of our banking financial advisor. We needed to create a Family Revocable Living Trust and we couldn't be happier with our choice. Jamie K[redacted] is very knowledgeable, professional and always available if questions arise. We were extremely pleased with the services he provided.

Four Peaks Planning, Inc. has done an outstanding job for me. The young man who owns the business, Jamie K[redacted], is very thorough and leaves nothing to chance. When dealing with something as important as this is, you need a person you can trust to do a perfect job.

We used Jamie Kahn many years ago with our estate planning. He has been kind, generous with his time, and professional with his skills. He has answered many questions over the years, and we would recommend him highly.

Jaime is just a terrific professional. He is very diligent and efficient. He helped us with our living trust some years ago and made it a very seamless and efficient experience. He took the time to explain all the options to us and made sure we understood all the legal consequences of our choices. Since then, he has been a solid source of advice and help for anything we have needed. He is very knowledgeable and a pleasure to work with. We highly recommend him!

After much research we came across Jamie at Four Peaks Planning. We needed a Revocable Living Trust done for our parents. We were so impressed with Jamie that we had him do a Trust for us as well. He is Professional and his pricing is very reasonable! He is very knowledgeable in all areas of Family Estate planning. We Highly Recommend Him.

July 8th 2014
Bottom-line, Four Peaks Planning and [redacted] made the process of restating our trust documents simple and very affordable.
We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals. [redacted] made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.
Advanced planning isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with [redacted] was a pleasure and one we recommend to anyone with a need for estate planning services and the documents it requires.

Recently I have engaged the services of Four Peaks Planning, Inc. to prepare our Family's Revocable Living Trust. We are very pleased with the excellent professional service, the very reasonable fee, and the friendly, client centered service.