Special


Schedule free no obligation, no pressure consultation and get helpful objective unbiased information on your financial life whether you are retired already or thinking about your retirement!

If you decide to use our services and become a client by September 30, 2019 receive either a 10% discount off retainer fees or 2 free bonus hours with an hourly planing platform.

The Estate Planning Team, Inc, a fee based Ohio registered fiduciary planning firm has been helping people in the Greater Cleveland area for 34 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!