Special

Just for scheduling by 10/31/2024, a preliminary analysis will be prepared based on your numbers and you will see long term big picture perspective of your financial life.  Learn opportunites you may be missing, potential problems or tax traps you could be headed for and show you possibilities! Many people are surprised by the projections!

We help retirees & people who are still working and want to plan for their future retirement!

The free, no obligation (no pressure) consultation offered by phone or in person! Get helpful unbiased information !

 Planning can be beneficial for estates of any size. There are many planning options & hourly planning to meet your needs & your budget. Call (440) 239-2090 or email kwaddell@tept.com today!