What is The Essential Planning Group's NAICS code?

The Essential Planning Group's NAICS code is 52 (Finance and Insurance).

Insights

Small but nimble With a lean team of 2-10 employees, The Essential Planning Group may benefit from scalable, automated partner solutions and white-label services to support growth without proportional headcount increases.

Niche integration As a nationwide preneed and endowment care master trust and administration service, there are opportunities to upsell advanced trust administration tools, analytics, and compliance platforms to streamline operations for funeral and cemetery clients.

Financial footprint Revenue in the range of one to ten million dollars positions the firm for gateway-level financial technology and back-office outsourcing partnerships that reduce cost-to-serve for funeral providers and financial institutions.

Tech modernization Reliance on web and legacy tech (WordPress, jQuery, PHP, Google Analytics) suggests a buying signal for modern SaaS solutions in customer experience, secure data handling, and scalable preneed trust administration workflows.

Market position Serving funeral and cremation providers, cemeteries, state funeral associations, and financial institutions indicates cross-selling potential across related verticals with compliance, risk management, and education-focused offerings.

The Essential Planning Group Tech Stack

The Essential Planning Group uses 6 technology products and services including WordPress, Google Fonts API, jQuery, and more. Explore The Essential Planning Group's tech stack below.

WordPress

Content Management System

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

jQuery UI

Javascript Libraries

PHP

Programming Languages

Google Analytics

Web Analytics

The Essential Planning Group Email Formats	Example	Percentage
FLast@essentialplanninggroup.net	JDoe@essentialplanninggroup.net	92%
First.Last@essentialplanninggroup.net	John.Doe@essentialplanninggroup.net	8%

The Essential Planning Group Email Formats

Example

Percentage

FLast@essentialplanninggroup.net

JDoe@essentialplanninggroup.net

92%

First.Last@essentialplanninggroup.net

John.Doe@essentialplanninggroup.net

Frequently Asked Questions

What is The Essential Planning Group's phone number?

You can contact The Essential Planning Group's main corporate office by phone at

+1-503-624-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Essential Planning Group's official website and social media links?

The Essential Planning Group's official website is essentialplanninggroup.net and has social profiles on LinkedIn.

How much revenue does The Essential Planning Group generate?

As of October 2026, The Essential Planning Group's annual revenue is estimated to be $1M - $10M.

What is The Essential Planning Group's SIC code and NAICS code?

The Essential Planning Group's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does The Essential Planning Group have currently?

As of October 2026, The Essential Planning Group has approximately 10 employees across 1 continents, including North America. Key team members include Receptionist: T. T. and : G. C. Explore The Essential Planning Group's employee directory with LeadIQ.

What industry does The Essential Planning Group belong to?

The Essential Planning Group operates in the Financial Services industry.

What technology does The Essential Planning Group use?

The Essential Planning Group's tech stack includes WordPress, Google Fonts API, jQuery, jQuery UI, PHP and Google Analytics.

What is The Essential Planning Group's email format?

The Essential Planning Group's email format typically follows the pattern of FLast@essentialplanninggroup.net. Find more The Essential Planning Group email formats with LeadIQ.

When was The Essential Planning Group founded?

The Essential Planning Group was founded in 1985.

The Essential Planning Group

Q: How many employees does The Essential Planning Group have currently?

The Essential Planning Group has approximately 10 employees.

Q: What technology does The Essential Planning Group use?

The Essential Planning Group's tech stack includes Google Analytics, jQuery UI, WordPress, PHP, jQuery.

Financial ServicesOregon, United States2-10 Employees

The Essential Planning Group operates as a nationwide master trust and trust administration service focused on preneed and endowment care. Its offerings support funeral and cremation providers, cemeteries, state funeral associations, and financial institutions by providing compliant, efficient administration that helps stakeholders concentrate on serving their communities and improving preneed outcomes. The company delivers a range of services, including American Funeral & Cemetery Trust Services, American Prepaid Cremation Services, preneed insurance, third party administration, and a Worldwide Travel Protection Plan. Based in the Portland area of Oregon, the organization positions itself within the financial services space by specializing in trust management for preneed and endowment needs, serving a niche that intersects funeral services and financial planning. The business appears to target organizations involved in end-of-life services and related financial products, aiming to streamline administration while ensuring regulatory compliance.

Insights

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