FAQs
- What types of customers have you worked with?
Four Peaks Planning, Inc., because of our affordability, helps many young families name guardians for children and control distribution of money (normally term life insurance).
- What advice would you give a customer looking to hire a provider in your area of work?
Ask about the process, specifically what occurs in the initial consultation and, most importantly, what steps are taken after a living trust is signed to help ensure assets are transferred into the living trust.