SPECIAL INCENTIVE: 

Take the time to schedule a free, no obligation consultation by February 29, 2012 and we will also prepare a long term income tax analysis that will show future areas of tax problems or areas of potential tax savings just for scheduling.

AND decide to use our planning services and receive a $500 discount off your fee.

 The Estate Planning Team, Inc. are  experts in designing pre-retirement, retirement, cash flow, IRA/Roth & Company Plan Distribution plans, Estate Planning and especially in designing long term tax plans for our clients that result in significant cumulative tax savings and much more!

Our free consultation is unique. We give you an opportunity to get a "big picture" perspective on your financial life from fee based planner at no cost & no obligation! Not everyone who has a consultation will be recommended to use our services!  You will get objective, helpful information without pressure! To schedule call (440) 239-2090, email kwaddell@tept.com or complete the form below. Please include your phone number in case their is a problem with your email, you will receive a response within 48hours.  All of your information will be kept strictly confidential.