Special

Just for scheduling by 12/15/2024, 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 show you possibilities! Many people are surprised by the projections! We will also review for any year end planning opportunities or steps you may want to take before year end to create future tax efficient income or potential for reduction in cumulative taxes paid during lifetime or to your heirs!

We help retirees & people who are still working and want to plan for their future retirement!

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

 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!