Insights

Market Niche Focus The Essential Planning Group specializes in preneed and endowment care trust services for funeral and cremation providers, presenting opportunities to offer tailored financial products and digital solutions that enhance trust administration and client engagement.

Technology Compatibility Utilizing platforms like WordPress, Google Fonts, and Google Analytics, there is potential to introduce advanced analytics, customer engagement tools, or platform integrations that streamline service delivery and improve operational efficiency for clients.

Financial Growth Potential With a revenue range of 1 to 10 million dollars, the company shows growth potential, indicating a receptive market for scaled financial services, compliance management solutions, or innovative insurance products to expand their offerings.

Industry Partnerships The company's focus on serving funeral and cemetery sectors suggests opportunities to develop strategic partnerships with industry associations, technology vendors, or financial institutions to enhance service reach and product diversification.

Expansion Opportunities Given the specialized nature and recent developments, there is scope to introduce new trust administration innovations, digital education tools, or outreach programs targeting funeral providers and financial institutions to strengthen market presence.

The Essential Planning Group Tech Stack

The Essential Planning Group uses 6 technology products and services including WordPress, Google Fonts API, jQuery, and more. Explore The Essential Planning Group's tech stack below.

WordPress

Content Management System

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

jQuery UI

Javascript Libraries

PHP

Programming Languages

Google Analytics

Web Analytics

The Essential Planning Group Email Formats	Example	Percentage
FLast@essentialplanninggroup.net	JDoe@essentialplanninggroup.net	92%
First.Last@essentialplanninggroup.net	John.Doe@essentialplanninggroup.net	8%

The Essential Planning Group Email Formats

Example

Percentage

FLast@essentialplanninggroup.net

JDoe@essentialplanninggroup.net

92%

First.Last@essentialplanninggroup.net

John.Doe@essentialplanninggroup.net

Frequently Asked Questions

Where is The Essential Planning Group's headquarters located?

The Essential Planning Group's main headquarters is located at 8955 Southwest Commercial Street Tigard, Oregon 97223 United States. The company has employees across 1 continents, including North America.

What is The Essential Planning Group's phone number?

You can contact The Essential Planning Group's main corporate office by phone at

+1-503-624-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Essential Planning Group's official website and social media links?

The Essential Planning Group's official website is essentialplanninggroup.net and has social profiles on LinkedIn.

What is The Essential Planning Group's NAICS code?

The Essential Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Essential Planning Group have currently?

As of June 2026, The Essential Planning Group has approximately 10 employees across 1 continents, including North America. Key team members include President/Cfo: C. M.Owner: A. L.Vice President: K. K.. Explore The Essential Planning Group's employee directory with LeadIQ.

What industry does The Essential Planning Group belong to?

The Essential Planning Group operates in the Financial Services industry.

What technology does The Essential Planning Group use?

The Essential Planning Group's tech stack includes WordPressGoogle Fonts APIjQueryjQuery UIPHPGoogle Analytics.

What is The Essential Planning Group's email format?

The Essential Planning Group's email format typically follows the pattern of FLast@essentialplanninggroup.net. Find more The Essential Planning Group email formats with LeadIQ.

When was The Essential Planning Group founded?

The Essential Planning Group was founded in 1985.

The Essential Planning Group

Q: How many employees does The Essential Planning Group have currently?

The Essential Planning Group has approximately 10 employees.

Q: What technology does The Essential Planning Group use?

The Essential Planning Group's tech stack includes jQuery, PHP, WordPress, Google Analytics, Google Fonts API.

Q: What is The Essential Planning Group's NAICS code?

The Essential Planning Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States2-10 Employees

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.

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