TRUSTED RELATIONSHIPS AND
PARTNERSHIPS ARE THE BASIS
FOR SUCCESS.

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WEALTH MANAGEMENT

Build an intentional, long-lasting legacy through your lifetime and beyond for generations to come with personalized wealth planning services from The Estate Planners Group.

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FINANCIAL PLANNING

Empowering individuals to secure their financial future with expert guidance from The Estate Planners Group. A comprehensive financial plan is the cornerstone of achieving long-term financial stability and prosperity.

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RETIREMENT PLANNING

Secure your future with personalized retirement planning services from The Estate Planners Group, guiding you towards a financially stable retirement.

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TAX PLANNING

Unlock the full potential of your finances with strategic tax planning tailored to optimize your overall financial goals by The Estate Planners Group.

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Our Services

While most professionals and investors never integrate/coordinate their key financial areas, we work with you to coordinate financial areas to develop your “Financial Life Plan.”

Our Team,
Your Growth

“I began the company with the thought that if retirees and pre-retirees were going to be successful in retirement they needed an advocate, someone that was completely unbiased, someone they could trust.” -David Loesser, Founder and President

Meet Our Team

ThInking about retiring?

WHAT YOU NEED TO KNOW

testimonials

see why our clients
trust us

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  • Great insight and expertise. Easy to follow and understand. I highly recommend the course!

    – Cynthia

    Langhorne, PA

  • Not a sales pitch. Discussed options that were available to consider in retirement

    – Allen

    Naples, FL

  • The materials given were wonderful. It’s nice to be able to read info over and over

    – Laurie

    Fort Collins, CO

  • Take the course it makes you aware of what you need to do for a safe retirement

    – Jean

    Newtown, PA

  • Course is of super value and will pay huge dividends.

    – John

    Ft. Myers, FL