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Phone: (480) 229-6220
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Phone: (480) 229-6220

Office Address:
4001 E. Mountain Sky Ave
Ste 202
Phoenix, AZ 85044

In-home Consultations
Difficulty finding time to meet? Ask for an in-home meeting. Evenings and weekends available.

Mailing Address:
2529 S Evergreen Rd
Tempe, AZ 85282

Found us on the web?

Choose Four Peaks Planning as your estate planner confidently. We assist clients of financial planners and insurance agents in Arizona. Contact references below or contact us for more.


Save $100 When
Another Family Plans
Know another family interested in a living trust? When the second family begins within two weeks of your initial meeting, both will save $100 (each living trust package: $650).

Reference - Read more

I am a State Farm agent. I have many customers that have a long over due need to put their estate in order. Estate Planning, including a living trust, is NOT just for the more affluent. Most of my customers have average incomes and certainly need to complete their estate plan.

To date I have directed all of my clients to Jamie Kahn of Four Peaks Planning. He is professional and keeps the entire process simple.

If you are wondering if you need an Estate plan... you do! Contact Jamie to find out how easy your plans can be put into action.

Roger Morsch
Insurance Advisor
Chandler, AZ

(480) 855-4632 - Daytime
www.EastValleyIns.com
Reference - Read more

Jamie and I have worked together for a number of years as he has helped my clients with their Estate Planning. I find Jamie to be very professional, patient, and positive. He delivers face-to-face service and cares about his clients and their individual needs.

I have worked with several Estate Planners and one thing that sets Jamie apart from everyone is his dedication to education and follow-up. When he completes a trust it is truly complete and he has ensured his clients have covered all the details to keep their estates secure. Jamie and Four Peaks Planning adds real value to my business. Thank-you, Jamie, for running an ethical, personal, and professional business.

Christine Lobdell Raney
Financial Advisor
Chandler, AZ

(480) 899-0106 - Daytime
Reference - Read more

I met Jamie, owner of Four Peaks Planning, at an estate planning seminar that Edward Jones was hosting and after hearing him talk about the importance of a trust and a will I knew I wanted to meet with him. I had a little trouble convincing my new husband and he was sort of set on just doing a will. I set up an appointment with Jamie and he was very accommodating to our hectic schedule.

When he showed up at our home he did a fantastic presentation on why we needed both the will and the trust. My husband was convinced and was impressed with how sharp Jamie was. He covered all of the issues with us, and even helped diffuse a possible argument regarding dividing our assets.

Jamie is very detailed, organized and did exactly what he said he was going to do. I feel so much better now knowing that we took the time and invested the small amount of money Jamie charges to have some security for our kids if the need were to arise. I recommend meeting with Jamie and protecting yourself and your family!

Julie Varland
Comm. Telecomm.
Qwest, Chandler, AZ

(602) 745-5308 - Daytime
Success is a journey, not a destination. Happiness is to be found along the way, not at the end of the road, for then the journey is over and it is too late.
- Robert R. Updegraff


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Important: Please consult with Four Peaks Planning, Inc. before undertaking any actions. The information in this website is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of Four Peaks Planning, Inc. liable for action you take from the information on www.fourpeaksplanning.com.

 

Our attorneys prepare living trusts for Scottsdale, Mesa, Tempe, Gilbert, Chandler, Phoenix, Ahwatukee, Glendale, Fountain Hills, Peoria, Sun City, Maricopa, Pima, Tucson, Flagstaff, Sun Lakes and other Arizona cities.
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