Company Profile

The Estate Planning Team, Inc. -
16600 Sprague Road Suite 445 Middleburg Heights, OH 44130
(440) 239-2090/ toll free (877) 239-2090 / fax (440) 239-2098
Email: help@tept.com
Convenience locations: Beachwood, Hudson, Fairview Park, Independence, Middleburg Hts., & Westlake

Our goal is to serve as a vital source of information and guidance that enhances our clients’ quality of life, while structuring the desired outcome for their beneficiaries. The Estate Planning Team, Inc. is a fee based planning organization that gives objective, unbiased advice & recommendations based on detailed analysis. We offer affordable planning options!

The purpose of The Estate Planning Team, Inc. is:

*To design, coordinate, & implement all the resources required to customize an effective plan.
*To create comprehensive, customized plans based on the client's goals & desired lifestyle.
*To create peace of mind & comfort for every client. This is achieved by developing a clear picture of what should be happening with the client's entire financial picture every year & effectively communicating this information to the client in an understandable format.
*To address all client's issues under one roof. We are staffed or have available a team of professionals in all major areas of planning.
To convey a genuine caring, ethical, honest approach in dealing with every client. The client's needs and best interest are always are first consideration *
*To help clients with major life decisions by analyzing available choices and presenting both the positives & negatives of each option in order for them to make informed decisions for themselves and their families.

*Members of the Better Business Bureau, the Council of Smaller Enterprises(COSE), and the Chambers of Commerce of Strongsville & Middleburg Heights, Don Thompson, founder & President is also a member of The Estate Planning Council of Cleveland

*To design, coordinate, & implement all the resources required to customize an effective plan.	*To create comprehensive, customized plans based on the client's goals & desired lifestyle.
*To create peace of mind & comfort for every client. This is achieved by developing a clear picture of what should be happening with the client's entire financial picture every year & effectively communicating this information to the client in an understandable format.	*To address all client's issues under one roof. We are staffed or have available a team of professionals in all major areas of planning.
To convey a genuine caring, ethical, honest approach in dealing with every client. The client's needs and best interest are always are first consideration *	*To help clients with major life decisions by analyzing available choices and presenting both the positives & negatives of each option in order for them to make informed decisions for themselves and their families.