Special

Receive a 5% discount off comprehensive retainer fees or 2 free bonus hours on an hourly prepay option if you decide to use our services by 10/31/2023! Also just for scheduling we will prepare a free IRA/Company Plan or Tax Qualified Asset projection to show how much you get to spend, how much the goverment gets and what is left for your heirs if you follow Required Minimum Distribution.

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

Just for scheduling, 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 if you are "underspending" or "overspending" and what you really should be worried if anything!

 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!