The Estate Planning Team, Inc. is an affordable fee-based Ohio Registered Fiduciary Planning firm with over 35 years of experience. They help working and retired individuals make informed financial decisions and plan for the future. The firm provides objective and unbiased analysis, guiding clients through strategies to protect their long-term financial stability.
Their services encompass a range of areas, including tax planning, retirement income, long-term care, wills, and trusts. The Estate Planning Team assists clients in navigating complex tax code opportunities and avoiding potential pitfalls. Many clients have praised the firm for their professionalism, expertise, and personalized support, emphasizing their confidence in the guidance provided for both pre-retirement and retirement planning.
Clients also appreciate the thorough and customized analysis they receive, which is updated yearly as circumstances change. The team is known for being proactive, knowledgeable, and always available to answer questions or make adjustments. Their helpful staff and clear explanations help clients stay on track during retirement, making them a trusted partner for long-term financial planning.
We have worked with Estate Planning for several years with the focus on retirement planning. We have built and excellent plan and feel comfortable with our retirement date and finances. We are grateful to the Estate Planning Team for guiding us through this process to a worry-free retirement.
A #1 experience in every way ! They are always available to discuss issues or answer questions. They always know my individual circumstances and their input and suggestions are always tailored for me , not just some cookie cutter approach.
The Team has been helping us negotiate into retirement for a very long time, now. And it’s a good thing that happened: we saved ourselves a considerable amount of taxes and navigated successfully into our next chapter. They also were able to assist with Social Security planning, which is a difficult path, as many will attest. Lastly, Mark and Kaeri were able to provide us with names to consider regarding Trust tax filing and our Medicare journey. All items went smoothly and we have used the recommended parties to good effect. All this in a price package that fit our needs, and continues to do so. Hopefully, our daughter will continue to use TEPT to maximize the gifts… read full review
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16600 West Sprague Road Ste 285, Middleburg Heights, OH 44130
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