The Estate Planning Team, Inc. & former radio show
Financial Food for Thought
16600 Sprague Road, Suite 285
Middleburg Heights, OH 44130
Phone:
440.239.2090
E-mail:
Welcome to the website of The Estate Planning Team, Inc & former radio show Financial Food for Thought
The Estate Planning Team, Inc. is an affordable fee based Ohio Registered Fiduciary planning firm that has been helping retirees & people thinking about their future retirement in the Greater Cleveland/Akron area for 39+ years through objective, unbiased advice & analysis. We help people know what steps to take and strategies to use, how much they can really afford spend, how to create future tax efficient income, how much risk necessary to take on to accomplish long term goals, how to use opportunities and avoid traps in the complicated tax code.
Free Consultation
Contact us for a free consultation by phone or in person at (440) 239-2090 or email kwaddell@tept.com
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.