The Essential Planning Group is a nationwide preneed and endowment care master trust and trust administration service. Our expertise is comprehensive, efficient, compliant service to funeral and cremation providers, cemeteries, state funeral associations and financial institutions ─ helping them maintain focus on their clients and communities while improving preneed business outcomes. Our services include American Funeral & Cemetery Trust Services (AFCTS), American Prepaid Cremation Services (APCS), preneed insurance, third party administration (TPA), and Worldwide Travel Protection Plan.
| Website | http://www.essentialplanninggroup.net |
| Revenue | $5 million |
| Funding | $150000 |
| Employees | 10 (6 on RocketReach) |
| Founded | 1985 |
| Address | 8955 SW Commercial Street, Tigard, Oregon 97223, US |
| Phone | +1 800-769-9363 |
| Fax | (800) 769-9063 |
| Industry | Finance, Financial Services |
| Web Rank | 28 Million |
| Keywords | Preneed Planning, Death Care Planning, Funeral Planning, Funeral Home Services, Cremation Services, Trust Administration, Cemetery Services, Compliance Services, Bereavement Care, Trust Services, Planning Services, Estate Administration, Estate Planning, Financial Planning, Afterlife Planning, Financial Services, Wealth Management, Retirement Planning |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, TIAA, Edward Jones, Morgan Stanley, CBIZ, Baird, Financial Services Company, LPL Financial +40 more (view full list) |
| SIC | SIC Code 72 Companies, SIC Code 726 Companies |
| NAICS | NAICS Code 8122 Companies, NAICS Code 812 Companies, NAICS Code 81 Companies, NAICS Code 81222 Companies |
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The Essential Planning Group Questions
The The Essential Planning Group annual revenue was $5 million in 2026.
Craig Martin is the President and CFO of The Essential Planning Group.
6 people are employed at The Essential Planning Group.
The Essential Planning Group is based in Tigard, Oregon.
The NAICS codes for The Essential Planning Group are [8122, 812, 81, 81222].
The SIC codes for The Essential Planning Group are [72, 726].
Top The Essential Planning Group Employees
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Craig Martin
President and CFO at The Essential Planning Group
Portland, OR, US12 -
Krista Kaysner
Vice President at The Essential Planning Group
Beaverton, OR, US15 -
Penny Fowler
Senior Account Manager at The Essential Planning Group
Portland, OR, US -
Penny Fowler
Senior Account Manager at The Essential Planning Group
Beaverton, OR, US
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