Schedule free no obligation and get helpful objective unbiased information on your financial life whether you are retired already or thinking about your retirement!

Just for scheduling we will prepare preliminary analysis to show you where you are headed, find out if you are overspending or underspending, potential financial traps or opportunities you are missing & more! Also get a 10% discount or 2 bonus hours on hourly planning options if you become a client by 8/31/18

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 kwaddell@tept.com today!