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
  • Financial Mistakes People Make at Different Ages
    There's a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new
  • Five Ways to Manage Risk in Your Retirement Savings Plan
    Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest
  • The Cost of Credit
    Sometimes you need to borrow money, especially to pay for a large purchase such as a home or a car. It's easy to focus on your monthly loan payment, but to appreciate
  • What return are you really earning on your money?
    If you're like most people, you probably want to know what return you might expect before you invest. But to translate a given rate of return into actual income or
  • What is asset allocation?
    Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer
    
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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.