Income & Estate Planning Partners
Financial Services • 
Newark, Delaware, United States • 11-20 Employees
Company overview
| Headquarters | 2700 Kirkwood Highway, Newark, DE 19711, US |
| Phone number | +13027226000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Income Planning, Education Planning, Retirement Planning, Business Planning, Insurance, Estate Planning, Ltc Planning |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contact at Income & Estate Planning Partners
Craig Lytle
President
Income & Estate Planning Partners Email Formats
Income & Estate Planning Partners uses 2 email formats. The most common is {first name} (e.g., john@iandeplanning.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@iandeplanning.com | 62.5% |
{first initial} | j@iandeplanning.com | 37.5% |
About Income & Estate Planning Partners
Income & Estate Planning Partners was founded in 2008 on the principle of independence. Our advisors build relationships with clients and provide education and financial advice. We help people with decisions that impact their future, family & business. Specializing in planning such as a will, health directive or trust, risk management, wealth accumulation & retirement income plans. Trust I&E Planning Partners to guide you through the planning process with confidentiality, and care. I & E Planning is proud to be a Firm of Lion Street, Inc., a leading financial services company based in Austin, Texas. Lion Street comprises an elite national network of Firms and professionals who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients.
Income & Estate Planning Partners revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Income & Estate Planning Partners has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Income & Estate Planning Partners has never raised funding before.
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