I have been extremely happy with my relationship with NC Planning. I consider them a strategic partner in my business. They are always checking in to see what they can take off of my plate. It is very reassuring to have them in my corner. They also have incredible attention to detail. I look forward to many years together.
Our experience with NC Planning was only positive. We worked with Kyle and Michelle, but other members of their team were also of great assistance. We initially began our journey in September 2021 and with their professional insight, we decided a Revocable Trust would meet our daughter’s future needs. As we both were overwhelmed with the process, the team guided us and were always available to explain and answer our many questions. They were professional, knowledgeable and personable each step of the way. The process takes time and work but the peace of mind we have now is more than worth what it took. Thank you to Kyle, Michelle and their amazing staff. Theresa & Rich
NC Planning is an amazing organization and resource especially for new DDS grads like me. They go above and beyond to help you from your job search to contract review, negotiation and drafting for approval. They teach you how the process works along the way that is easy to understand for a non-lawyer. Matt Hartburg is phenomenal!! They are very prompt and courteous and should be a backbone resource for dentists and the like in the state. I highly recommend their services.
The team at NC Planning was extremely professional and quick to respond during the execution of the sale of our business. We were impressed with their knowledge and pragmatism in dealing with some complicated nuances of the sale. We highly recommend NC Planning!
We have worked with NC planning for both our practice transition with attorney Michael Burger, as well as Estate Planning with Lauren Maxie. Both attorneys have been awesome and our experiences have been wonderful. They made everything super easy for us. Would highly recommend them!
Everyone that we worked with at NC Planning was wonderful, absolutely wonderful from start to finish. They were patient with us as we gathered information. They helped us with documents for our Senior parents and with our own documents and I can’t tell you the peace of mind that brings. I would highly recommend everyone on their team!