What departments does The Essential Planning Group have?

The Essential Planning Group has employees across 3 departments including Finance, Customer Success, Information Technology.

What is the largest department at The Essential Planning Group?

The largest department at The Essential Planning Group is Finance with 1 employees.

Where are The Essential Planning Group employees located globally?

The Essential Planning Group has employees across 1 continents and 1 countries including United States Of America.

How has The Essential Planning Group's team size changed over time?

The Essential Planning Group's team has decreased from approximately 8 to 5 employees based on available data.

The Essential Planning Group Employee Directory

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.

Find The Essential Planning Group employees' phone numbers or email addresses

The Essential Planning Group Global Highlights

North America
13

United States Of America
13

The Essential Planning Group's Leadership

C. M.
President/Cfo
Mobile Phone
Email
A. L.
Owner
Mobile Phone
Email
K. K.
Vice President
Mobile Phone
Email
A. V.
Director Of Client Services
Mobile Phone
Email
P. F.
Senior Account Manager
Mobile Phone
Email
J. H.
Database Administrator
Mobile Phone
Email
T. T.
Receptionist
Mobile Phone
Email
D. S.
Mobile Phone
Email

The Essential Planning Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Finance
Information Technology
Accounting
Other

Contact profiles from The Essential Planning Group

Name

Title

Contact Info

Location

Last Update

C. M.
President/Cfo
Mobile Phone
Email
United StatesOregon
Apr 13, 2026
A. L.
Owner
Mobile Phone
Email
United StatesNew Hampshire
Oct 22, 2024
K. K.
Vice President
Mobile Phone
Email
United StatesOregon
Apr 16, 2026
A. V.
Director Of Client Services
Mobile Phone
Email
United StatesNew Hampshire
Oct 22, 2024
P. F.
Senior Account Manager
Mobile Phone
Email
United StatesOregon
Apr 16, 2026
J. H.
Database Administrator
Mobile Phone
Email
United StatesOregon
Apr 15, 2026
T. T.
Receptionist
Mobile Phone
Email
Oct 17, 2024
D. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
G. C.
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is The Essential Planning Group known for?

The Essential Planning Group was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 8955 Southwest Commercial Street Tigard, Oregon 97223 United States; you can contact the main corporate office by phone at

+1-503-624-****

. Explore The Essential Planning Group's company overview page for more information.

What is The Essential Planning Group's most common email format?

The Essential Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Essential Planning Group email formats with LeadIQ.

How many employees does The Essential Planning Group have currently?

The Essential Planning Group has approximately 10 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are The Essential Planning Group's key employees and leadership?

As of January 2026, The Essential Planning Group's key employees include:

President/Cfo: C. M.
Owner: A. L.
Vice President: K. K.
Director Of Client Services: A. V.
Senior Account Manager: P. F.

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