Donald A. Thompson is the founder and President of The Estate Planning Team, Inc. He offers over 30 years expertise in the areas of business and personal financial planning. In 1972, Mr. Thompson was named chief financial officer of a Cleveland floor covering company. With his business planning expertise, the company quickly grew into a national operation. In 1989, his business focus narrowed to estate planning exclusively.
In 1989 Mr. Thompson founded The Estate Planning Team, Inc. The firm parallels Mr. Thompson's people-first philosophy. It is an organization that works with individuals, families and businesses to provide solutions to the many issues, especially taxes, that cause their estates to shrink. The process of planning also helps individuals learn how to enjoy the assets they have once they're free of unnecessary taxation, both during their lifetime and at death. The business employs a team of specialists that provide expertise in all areas of estate, income tax, retirement and financial planning. The purpose of the organization was to bring all areas of expertise in planning under one roof to work together to create the best outcome for people during their lifetime and to their family when they are gone.
He is also a popular speaker and lecturer on subjects relating to lifestyle management, estate planning, tax planning, business succession and retirement planning. Many Fortune 500 companies like General Motors, Ford, & General Electric and other groups like AARP, OASIS, Cleveland Clinic Senior Circle Plus and more have invited Mr. Thompson to speak because of his great depth of knowledge on these subjects and due to his engaging, conversational style. He quickly establishes rapport with his audience and has been noted for his skill in explaining complicated subjects in enjoyable, understandable terms.
In addition to his busy schedule at work and as a public speaker, Mr. Thompson is a member of The Estate Planning Council of Greater Cleveland, The Cleveland and National Chapters of the Association of Insurance and Financial Advisors. Mr. Thompson is a veteran of the estate planning arena and the host of the popular radio talk show “Financial Food for Thought” heard every Saturday on 1420AM from 9:00 to 10:00AM.
_________________________________________________________________________________________________Mark Donnelly, MBA joined The Estate Planning Team, Inc. in 1997. His primary role is to develop & maintain the accuracy and integrity of all client financial planning reports. He also plays a major role in plan design and research. He enjoys meeting with clients and plays an integral part in building a financial plan that meets the needs and goals of each individual. Mark is extremely knowledgeable in the areas of income taxes and tax planning. He studies tax law changes closely so clients can be proactive when it comes to tax saving opportunities and/or potential tax traps.
Financial Food for Thought sponsored by The Estate Planning Team, Inc. Cleveland Premier Planning Organization since 1989 with six locations in the Greater Cleveland area Phone: (440) 239-2090 / toll free (877) 239-2090 / help@tept.comMark’s background includes over 20 years experience working for large multinational corporations in the tax accounting and financial analysis arenas. In 1997, Mark left corporate America to begin a financial planning career. Mark does a great deal of educational work within corporations in the financial and estate planning area, teaching employees how to plan for and implement strategies that protect assets for surviving spouses and their families. Mark is also active in teaching “continuing education” courses to Cleveland area C.P.A.’s. Mark received his accounting degree from St. Bonaventure University and completed his graduate work at Cleveland State University. Born and raised in Cleveland, Mark currently makes his home in Rocky River with his wife and four children. Mark is also co-host of popular radio talk show “Financial Food for Thought” heard every Saturday on 1420AM from 9:00 to 10:00AM.