Testimonials

Patrick C.

LPG has done an amazing job preparing our family Trust and making sure it’s kept up to date. Working
with Warner and his team has been amazing. Their attention to detail and care for the people they serve is top notch.

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Terry W.

I consider Warner to be a close friend and trusted associate who places helping and caring for others
ahead of his own needs. Warner is a very outgoing person who attracts quality people to Life Planning
Group.

Lisa E.

LPG handled our Life Plan with extreme integrity, competence and professionalism. Their compassion in
helping protect our family’s financial future was unbeatable. I recommend LPG to my friends, family and
clients.

Tom M.

San Rafael, CA

Warner has created a wonderful service to help Trusted Advisors like me and my clients implement solid estate plans. I highly recommend LPG and the services they provide.

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