The Estate Planning Team, Inc.

Free consultation with free Year End Planning Analysis just for scheduling by December 1, 2017 & get a 10% discount off any service by 12/1/17!

If you are retired or nearing retirement you may have year end planning potential or opportunities in 2017 that may not be available in future tax years depending on potential tax reform. Schedule a free no obligation consultation and find out if you can benefit through our planning process and what opportunities you may have! You will also see a big picture perspective on your financial life and where you are headed just for scheduling.

The Estate Planning Team, Inc, a fee based Ohio registered fiduciary planning firm has been helping people in the Greater Cleveland area for 30 years through objective, unbiased advice. We focus on helping our clients get the most net benefit from financial decisions through long term conservative, realistic plans. 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 today!

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 Disclaimer: The Estate Planning Team, an Ohio Registered Investment Advisor. The website is for informational purposes only and should not be acted upon without professional advice. The Estate Planning Team, Inc. is a fee based planning organization that offers a free, no obligation consultation to discuss your questions or concerns related to you and your family's financial life. For a consultation, call The Estate Planning Team, Inc. at (440) 239-2090 or visit