The Estate Planning Team, Inc.
440-239-2090
help@tept.com

Welcome to the website of The Estate Planning Team, Inc & radio talk program Financial Food for Thought on WHK 1420AM Saturdays from 9:00am to 10:00am

The Estate Planning Team, Inc. is a local fee based planning firm that has been helping people in the Greater Cleveland area for over 30 years through objective comprehensive, customized, coordinated planning. Experts in areas related, Retirement, Income Tax, IRA/Roth planning, Cash flow planning, Estate planning & much more! Helping people solve problems, save money and use the tools & planning strategies available to maximize assets & minimize what the government gets!
Financial Food for Thought is a radio talk show on WHK1420AM Saturdays 9:00AM to 10:00AM! This show is designed to educate listeners with objective, helpful information about issues affecting people from pre-retirement, retirement & estate planning stages. It covers planning strategies & concepts!
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Newsletters
  • How Much Risk Can You Take?
    Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com
  • Key Retirement and Tax Numbers for 2018
    Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions
  • Don't Delay: The Potential Benefits of Starting to Save Now
    For long-term investment goals such as retirement, time can be one of your biggest advantages. That's because time allows your investment
  • What can I do to crack down on robocalls?
    You may not mind if a legitimate robocall provides a helpful announcement from your child's school or an appointment reminder from a doctor's office. But sadly,
  • How can I protect myself from digital deception?
    Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a link. Or maybe you get an enticing text
    
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 Disclaimer: The Estate Planning Team, Inc.is an Ohio Registered Investment Advisor. The website is for informational purposes only and should not be acted upon without professional advice. The Estate Planning Team, Inc. is a fee based planning organization that offers a free, no obligation consultation to discuss your questions or concerns related to you and your family's financial life. For a consultation, call The Estate Planning Team, Inc. at (440) 239-2090 or visit www.financialfoodforthought.com.