Become a client with any of our services in by April 30, 2023 receive a 10% discount off comprehensive retainer fees or 2 bonus hours on any prepaid hourly planning option selected or just hourly.

The free, no obligation consultation offered by phone or in person! Get helpful objective unbiased information on your financial life!

We will prepare a preliminary analysis just for scheduling and you will learn opportunites you may be missing out on or potential problems or tax traps you are unaware of and if you are "underspending" or "overspending" and what you really should be worried about and what you can do about it!

 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!