Special

Schedule a free, no obligation consultation by phone or in person by April 30, 2025 and a preliminary analysis will be prepared based on your numbers! You will see long termperspective of your financial life.  Learn opportunites you may be missing, potential problems or tax traps you could be headed for and show you possibilities!  Also learn if you are Overspending or Underspending.

Many people are surprised by the projections! We help both 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!