Our Company


The Estate Planning Team, Inc. is a fee based  Ohio registered fiduciary planning firm that specializes in helping people whethere working or who are already retired with issues that impact their financial advice for over 35 years!

  • Helping individuals & families in the Greater Cleveland area for over 35 years through objective, unbiased analysis

  • Home office: 16600 Sprague Road Suite 445, Middleburg Heights, OH 44130 with conveneint locations in Beachwood, Fairview Park, Hudson, Independence & Westlake.

  • 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 to get the most net benefit from the choices they face. 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 and hourly planning options for people who want a little help! The Estate Planning Team, Inc. doesn't believe in a one-size fits all plan and the client's needs are always first priority.

  • 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 2019,2018,2017,2016, 2015, 2014, 2013 & 2011.