The Essential Planning Group

Financial Services • Tigard, Oregon, United States • 1-10 Employees

Company overview

Headquarters	8955 SW Commercial Street, Tigard, OR 97223, US
Phone number	+18007699063
Websites	essentialplanninggroup.net afcts.com
NAICS	52
SIC	726
Keywords	Trust Administration
Founded	1985
Employees	1-10
Socials

Key Contact at The Essential Planning Group

Becky Jenkins

Marketing Director

The Essential Planning Group Email Formats

The Essential Planning Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@afcts.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@afcts.com	100%

About The Essential Planning Group

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.

The Essential Planning Group revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

C-Suite

Director

Employees by Department

The Essential Planning Group has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

The Essential Planning Group has never raised funding before.

The Essential Planning Group Tech Stack

Discover the technologies and tools that power The Essential Planning Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Google Hosted Libraries

CDN

GoDaddy CoBlocks

Page builders

Frequently asked questions

The Essential Planning Group is located in Tigard, Oregon, US.

You can reach The Essential Planning Group at +18007699063.

The Essential Planning Group was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

The Essential Planning Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Essential Planning Group

Becky Jenkins

Marketing Director

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