Many people are concerned today about the economic uncertainty and not sure what to do. The Estate Planning Team, Inc. offers both comprehensive planning and affordable alternatives to help people make sure they are taking the right steps to ensure their financial stability, minimize tax liability and avoid the government tax traps, help people determine when they can afford to retire, analyze and make recommendations on new ways to save money and more. 

The Estate Planning Team, Inc. offers a free,  no obligation private consultation by phone or at any of our office locations to discuss any issues related to your financial life. For a consultation by phone or in person, call (440) 239-2090 or complete the form below. If you want an assessment of where you stand and if planning can even benefit you without scheduling an appointment or don't have time, complete our Planning Guide and return to our office via email, fax or mail and we can schedule a phone conference with a planner at no cost or obligation.Privacy Statement: With so many companies profiting from selling & sharing customer information these days, The Estate Planning Team, Inc. would like to reassure all our valued & potential clients that we never participate in mailing lists or sell information of any kind. It is our policy that your name or financial information will never be released without your express written consent. PLANNING CAN BE BENEFICIAL TO ESTATES OF ANY SIZE AND WE NOW OFFER AFFORDABLE ALTERNATIVES (including hourly planning) & OPTIONS TO OUR COMPREHENSIVE PLANNING!  All information is kept strictly confidential.