Free Consultation


The Estate Planning Team, Inc offers a free no obligation, no pressure consultation by phone or in person to determine if & how someone can benefit from our services. The consultation shows you what problems or opportunities exist that you may not be aware of & where you are headed with your financial life. We run preliminary analysis to see how we can help and have hourly and retainer fee options.

We have been helping people in the Greater Cleveland for 35+ years through unbiased objective advice and analysis. We are traditional financial planners not investment advisors. Our plans focus on solving problems, saving money & accomplishing our client's goals. 

During these times of economic uncertainty it is even more important to have a plan whether you're retired or still working. We help people know how they will be impacted by market volatility, spending, rising health care costs, inflation, & taxes and what they can do and what steps they should be taking to protect long term financial stability. This includes taking advantage of opportunities & avoiding traps in the complicated tax code.  For many people there are opportunities in 2020 with the new Cares Act !  Also many people buy products they don't need or don't understand how it fits with their overall plan and we can help analyze that too.

Call (440) 239-2090 or email help@tept.com to contact us for free, consultation at any of our locations in Beachwood,  Fairview Park, Independence, Middleburg Hts, Westlake or by phone.  When you contact us for a free consultation if by email you will receive a response within 48 hours if not please call office at (440) 239-2090.  All information is kept strictly confidential. 

Privacy Statement: With so many companies profiting from selling & sharing customer information these days, The Estate Planning Team, Inc. would like to reassure all our valued & potential clients that we never  will never be released without your express written consent.