Special

Retired or Thinking about your future Retirement? Worried or Concerned about economic uncertainty,  market volatility and inflation oand how it can impact your financial future?

Schedule a free, no obligation consultation by phone or in person by June 30, 2025 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 or tax traps you could be headed for and show you possibilities!  Also learn if you are Overspending or Underspending. Planning can give you peace of mind and clarity of what steps to take and strategies to use during good and bad times. 

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

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