| 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!
Members of the Better Business Bureau, the Council of Smaller Enterprises(COSE), the Chambers of Commerce of Strongsville & Middleburg Heights, Don Thompson, founder & President is also a member of The Estate Planning Council of Cleveland, Featured on Angie's list!
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 by developing a clear picture of what should be happening with the entire financial picture every year & effectively communicating this information 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. 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. |
*SERVICES OFFERED:
| *Cash Flow/ Maintenance of Lifestyle & Tax Efficient Income Planning | *Pre-Retirement & Retirement Planning |
| *Estate Planning/Asset Preservation/ Wealther Transfer Planning | *IRA/Company Retirement Distribution Planning |
| *Income Tax Planning & Roth Conversion Analysis/Planning | *Business Income Tax & Succession Planning |
| *Trust Funding, Maintenance Planning for Irrevocable Trust | *Post Mortem Administration * Intergenerational Planning |
| *Charitable Gift & Long Term Care Planning | *Maintenance Planning of Existing Plans |
The Estate Planning Team, Inc. also has extensive experience and knowledge with helping people analyze their choices and options with regard to PERS, OPERS, STRS, FERS, DROP funds and PLOPS.