Special


Decide to use any of our services in by October 31, 2020 receive a 15% discount off retainer fees or 2 bonus hours on hourly planning option.

The free consultation can be by phone or in person! You'll get helpful objective unbiased information on your financial life whether you're retired or working and thinking about your future retirement years!

 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!