Spirit West Certified Planning, LLC

⭐️⭐️⭐️⭐️⭐️ Spirit West Certified Planning is amazing! Kevin (the owner) and Jonathan were both awesome to work with — super kind, caring, and really took their time helping our family set up a trust for my mom. They made everything easy to understand and you can tell they truly care about the families they help. Their pricing was exceptional and they made the process personalized. My mother had health issues and they were so compassionate and patient with her, even helping to walk her to the car. It’s a family-run, veteran-owned business, and it really shows in how they treat people. And knowing that the business is family owned Kevin assured us that they will always be there for my family. I’d definitely recommend them to anyone looking for trustworthy and genuine folks to work with! Than

Jonathon is our financial advisor and we are very pleased with all he's done for us and our family. Very comfortable to talk to and his advise helped us along the way. We would refer him to anybody!

Trustworthy, informative and effective communication. We did a Trustworthy, living will and POA. In addition, we are using Spirit West for financial advisor guidance and planning. Great team, highly recommend!

Jonathan and Kevin offered outstanding communication and expertise, with a personalized approach. All at a reasonable, fixed fee. I would highly recommend to anyone looking to setup or update their trust.

MY WIFE AND I DECIDED WE NEEDED TO UPDATE OUR WILL AND MAKE SURE EVERTHING WAS PUT INTO OUR FAMILY TRUST. I HAVE TO SAY THAT WE WERE NOT LOOKING FORWARD TO THE WHOLE PROCESS BUT JONATHAN WALKED US THROUGH IT AND TOOK ANY CONCERNS WE HAD AWAY. WE ARE SO PLEASED THAT WE HAVE RECOMMENDED SPIRIT WEST AND JONATHAN TO OUR DAUGHTER AND FRIENDS. THANK YOU AGAIN JONATHAN!