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. We also 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.  has the experience and ability to look at the "big picture" of your total financial life from a multi-disclipline perspective, which gives clients unbiased, objective honest advice.  The client's best interest, goals and achieving their desired results always comes first.

 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 ARE CONTACTING US FROM A RADIO COMMERCIAL OR THE RADIO SHOW SPECIAL Please write"Radio Special" in the subject box!

The Estate Planning Team, Inc. is offering free ONLINE consultations. You only need access to phone and the internet!

 All information is kept strictly confidential. 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.

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