Free Consultation


Schedule free no obligation, no pressure consultation by phone or in person. 

Whether you are retired or still working and thinking about your future retirement years, during these times, it is even more important to have a plan and know the impact of inflation, market volatility, rising health care costs, future income taxes & the impact on your spending and what steps to take to protect long term financial stability including taking advantage of opportunities & avoiding traps in the complicated tax code. 

For your free consultation we provide you preliminary analysis so we can determine areas of potential problems, opportunities you may be unaware of and not taking advantage of as well as if you are "overspending" or "underspending" we then tell you if we think you are a good fit and give you affordable fee options too. If we cannot help or provide you benefit we will also be honest and let you know.    

Call (440) 239-2090 or email help@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.