The Estate Planning Team, Inc. are experts in helping people with all areas of their financial life. Listed below are some of the services we offer. In addition to our comprehensive planning services, we have hourly planning options!

*Cash Flow / Maintenance of Lifestyle & Tax Efficient Income Planning

*Pre-Retirement & Retirement Planning

*Estate Planning / Asset Preservation / Wealth Transfer Planning

*IRA/Company Retirement Planning

*Roth IRA & Roth Conversion Planning

*Income Tax Planning

*Business Income Tax & Succession Planning

*Trust Funding and Maintenance Planning for Irrevocable Trusts

*Charitable Gift & Long Term Care Planning

*Post Mortem Administration/Planning

*Intergenerational Planning

*Maintenance Planning - managing & monitoring progress of financial goals