Plan Certain Financial, Real Estate, Estate Planning S Bangerter Pkwy, Draper

Plan Certain Financial, Real Estate, Estate Planning Reviews

• f

  finance adminsitrator
  5

  Craig did an excellent job when it came to our SBA PPP and EIDL loan process. He was deeply knowledgeable in the loan application process, which made the process of securing a loan successful and less stressful. He always kept us updated on the ever-changing process. We cannot thank him enough and would recommend him and Plan Certain Financial for any financial needs.

  Response from the owner

  Hi, We are pleased to hear that Plan Certain was able to make the loan process less stressful! We greatly appreciate your recommendation of Craig for financial planning services.

• S

  Steven Warren
  5

  Craig did a great job finding the best options for the different loans. He has helped me in the past with great financial advice and setting up estate planning. He has helped with home loan modifications. He is always pleasant easy to work with and knows what he is doing. I highly recommend him.

  Response from the owner

  Hi Steven, We value long term client relationships, like yours! We are very happy that we were able to help you with your financial planning services and estate planning. We greatly appreciate your recommendation of Craig for financial planning services.

• P

  Paz Ortiz
  5

  I worked with Craig on a real estate transaction and I'd be more than happy to do another transaction with Craig. He did an amazing job looking out for his clients best interest while still keeping the transaction moving forward and being professional. He is a wealth of knowledge when it comes to Estate Planning, Investing and Real Estate. I highly recommend Craig!

  Response from the owner

  Hi Paz, Thank you for your kind words! We are pleased to hear that you were satisfied with the services provided in regards to real estate, investing, and estate planning. Thank you for your recommendation.

• B

  Brenan Jackson
  5

  I have worked with Craig on a number client services in the past couple of months. We have been very happy with his knowledge and background in retirement, estate planning, and individual family trusts. He has been very accessible and has met our needs as a family, and extended family. I would recommend Craig for all of your financial needs.

  Response from the owner

  Hi Brenan, We are very happy that we were able to help you with your financial planning services, estate planning, and individual family trusts. We greatly appreciate your recommendation of Craig for financial planning services!

• B

  Bryan Penn
  5

  Craig was instrumental in guiding us through the PPP process. His responsiveness to questions was very comforting as we navigated the challenges of this program. He is very professional and very pleasant to work with. Couldn't have done it without him. I highly recommend him for your financial needs.

  Response from the owner

  Hi Bryan, Thank you so much for your positive feedback. We are happy that you entrusted Plan Certain Financial with assisting you to navigate the PPP process and to hear that you would recommend him for financial planning services in the future!

• l

  leigh chessler
  5

  Craig assisted my business getting a PPL loan. He was diligent in all aspects of the transaction. Craig came highly recommended to me by a friend and I understand why he thinks so highly of Craig. I too now highly recommend Craig with your financial needs.

  Response from the owner

  Hi Leigh, We are happy to hear that you were satisfied with the services provided to assist in receiving your small business loan! Thank you for your kind words and for trusting us with your financial planning needs.

• J

  Jody Gibson
  5

  Craig was very helpful in processing through the Eidel and PPP loan process. He was very professional and responded quickly. He knew so much about the process and what was needed and kept me up on changes as they came. I would highly recommend him for your financial needs.

  Response from the owner

  Jody: Thank you for the great review. We do our best to provide quality service and can help with your other financial planning needs as well. Stay safe!

• M

  Michael Hope
  5

  I was really impressed with Craig, the Certified Estate Planner, and his team at Family First Estate Plans. They were so patient and answered all of my questions. They showed me how a revocable trust gets me and my family all the protection we need. In addition, Craig is helping us with retirement planning with awesome technology that helps me see the future based on choices I make today. I think they are great and recommend them to all.

  Response from the owner

  Hi Michael, Thank you for your kind words! We are very happy that we were able to help you answer questions and assist you with retirement planning. We greatly appreciate your recommendation of Plan Certain for financial planning services.

• K

  Karen Clemente
  5

  We couldn't be happier with the service we received from Craig in selling our home and setting up a family trust for our estate plan. He provided a tremendous discount in doing both together which saved us over $10,000 while still proving FULL SERVICE real estate services. Amazing. We had many concerns and a unique set of family circumstances we wanted to address with the trust and he presented several good options so we could choose the plan that best fit our needs.

  Response from the owner

  Hi Karen, We are very happy to hear that you were pleased with the real estate services that we were able to provide! Thank you very much for your kind words and for trusting us with your real estate and family trust planning needs!

• S

  Star Holmes
  5

  Great retirement planning advice with a special focus on tax planning in retirement - which is saving us a bundle! Craig was even able to help with updating estate planning and trust documents for my parents. They were very professional and patient in explaining financial questions clearly and not talking down to you. 5 stars, thank you!!

  Response from the owner

  Hi Star, Thank you for your kind words! We are pleased to hear that you were satisfied with the retirement planning advice, estate planning, and trust documents that we were able to offer you!