Special


Schedule free no obligation consultation & get helpful objective unbiased information on your financial life whether you are retired or thinking about your future retirement years! SCHEDULE BY PHONE OR IN PERSON!

During times of economic uncertainty, it is even more important to plan and know what steps you should be taking to protect long term financial stability and how to adjust based on objective unbiases analysis. There are things you CAN do in every economic situation to take control of your financial future.

Find out if and how planning may benefit you and potential opportunities & problems! We help people  protect long term financial stability & use the opportunities & avoid the traps in the complicated tax code. We are not investment advisors. Our clients either do their own investments or we work with their existing investment advisor.  

If you decide to use our services and become a client by April 30, 2020 receive either a 15% discount off retainer fees or 2 free bonus hours with an hourly planning option.

The Estate Planning Team, Inc, a fee based Ohio registered fiduciary planning firm has been helping people in the Greater Cleveland area for 35+ years through objective, unbiased advice. We focus on helping our clients get the most net benefit from financial decisions through long term conservative, realistic plans. Planning can be beneficial for estates of any size.

There are many planning options & hourly planning to meet your needs & your budget. Call (440) 239-2090 or email kwaddell@tept.com today!