Welcome to our Client Reference Blog Spot. This allows our clients to give you and us their most up to date thoughts on our company. My parents always said, "People will talk about you one way or the other, the question is, HOW". Here you will find additional client thoughts on our services. We hope this site is helpful in learning more about Strategic Estate Planning Services. God Bless you and your family.
Mark Pruitt
Founder/CEO
"I met Mark Pruitt in 2008 when Bob and I attended an informational seminar about his Strategic Estates Planning Services company. This was not the first such meeting we had attended as we had researched several financial and estate planning programs. We live in Texas, I own property in another state and Bob had health issues, so we asked questions.
ReplyDeleteWe were pleased, both with his answers and his prompt and consistent follow-up.
He funded a Revocable Living Trust for us and regularly visited with us, making sure all was on track. Bob passed away in June, 2010. Mark called me in sympathy, attended his services, then visited several times and for long hours with me and my brother/executor, to get my affairs in order. He dealt skillfully with an obtuse Social Security system and an less than efficient insurance company, both to my great relief and benefit!
Mark is dignified, knowledgeable, consistent. I appreciate his grasp of the financial world. I appreciate his sharing that knowledge with his clients. I recommend him highly to you."
L. Austin