Free Consultation

Schedule free no obligation, no pressure consultation. 

We have helped retirees & people nearing retirement for 39+years!  Having a plan is crucial and even more so during times of economic uncertainty!  A plan can show you the impact of inflation, market volatility, rising health care costs, taxes and spending on your financial future and what steps are needed to take to protect long term financial stability!

Our plans show people realistic spending and what is possible, knowing how much risk they really need to be taking, how to create future tax efficient income and address concerns or worries so they have clarity and peace of mind and when possible minimize what the government gets! 

For your free consultation, we provide a preliminary analysis to determine areas of potential problems, opportunities, & show if you're "overspending" or "underspending".  Also we don't do investments! If you handle the investments on your own, you are happy your existing investment advisor or have a company retirement plan that you want to keep, we still may be able to help! 

Call (440) 239-2090 or email kwaddell@tept.com for free consultation When you contact us for a free consultation if by email you will receive a response within 48 hours if not please call office at (440) 239-2090.  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  will never be released without your express written consent.