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Our Happy Clients!

Mike introduced us to the trust that very easy to set up and just perfect for what we need as multi-investment properties owners. He has knowledge about everything that you need about investments like taxation, estate planning, accounting, etc.. Highly recommend his company for your estate planning.

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5/5

Evalyne Z.

Seattle, WA

Michael was fiduciary before it was even required. He considers your success his own, and will work tirelessly to present an expansive variety of well-researched options available, sure to be tailored to you and your individual needs. Michael is both lively and charismatic, helping to make your experience not just a necessary one, but an exceptional one!

5/5

Danica Walker

Salt Lake City, Ut

When I first approached Providence Planning to discuss setting up a revocable trust and explore tax mitigation strategies for my tree farm, I was met with an unparalleled level of expertise and empathy. The team didn’t just see a business; they recognized the legacy I aimed to preserve and the hard work I’d poured into my land. Their guidance through the complexities of trust establishment and tax planning was clear, thorough, and tailored specifically to my needs and those of my tree farm. Thanks to them, I now have a solid plan in place that not only secures my family’s future but also ensures the sustainability of the farm for generations to come. Their attention to detail, combined with a genuine understanding of my goals, has provided me with peace of mind and confidence in my financial decisions. I couldn’t have asked for a better partner in this journey.

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5/5

Larry Schmitt

CEO, Blue River Farms, Wisconsin