Our Company


The Estate Planning Team, Inc. is an Ohio registered fiduciary fee based planner that specializes in comprehensive, customized & coordinated pre-retirement, retirement & estate planning for over 34 years!

  • Helping individuals & families in the Greater Cleveland area for over 30 years through objective, unbiased analysis with six locations in Northeast Ohio: Beachwood, Fairview Park, Hudson, Independence, Middleburg Hts., & Westlake. Home office: 16600 Sprague Road Suite 445, Middleburg Heights, OH 44130.

  • Design, coordinate & implement all resources needed for a customized effective long term plan to help clients use their assets as effectively as possible and use the tools and strategies that are available. We  provide detailed analysis so that clients can make educated decisions & understand how decisions they make today impact their future financial or tax years through objective, unbiased detailed analysis.

  • Create comprehensive, customized coordinated plans based on the client's needs, goals & desired lifestyle. The Estate Planning Team, Inc. doesn't believe in a one-size fits all plan and the client's needs are always first priority.

  • Staffed with a team of professionals in all major areas of planning, who work together to design innovative planning strategies.

  • Helping client's with major life decisions by analyzing all available options and Solutions. Giving clients unbiased objective recommendations. All strategies & solutions are backed by detailed analysis.

  • Accredited member of the Better Business Bureau,  Member of  COSE, Angie's List Super Service Award Winner in 2011, 2013 & 2014.