Special

Retired or Thinking about your future Retirement or getting close to retirement? Worried or Concerned about economic uncertainty,  market volatility, future taxes, rising health care costs and inflation and how it can impact your financial future?

Schedule a free, no obligation, no pressure consultation by phone or in person by August 15, 2026 and a preliminary analysis will be prepared based on your numbers! You will see long term perspective of your financial life.  Learn opportunites you may be missing, potential problems,  tax traps you could be headed for & may be unaware! 

Planning can give you peace of mind and clarity and show what is possible and how to accomplish your goals during good and bad times. 

The free, no obligation (no pressure) consultation is offered by phone or in person! Get helpful objective information! We only recommend our services if you can benefit.

There are many planning options & hourly planning to meet your needs & your budget. Call (440) 239-2090 or email kwaddell@tept.com today!