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8AM - 6PM
7414 Broadview Rd, Parma8AM - 5PM
16600 Sprague Rd #445, Middleburg Heights“My wife and I have worked with The Estate Planning Team, Inc. for many years. I first heard of them when I listened to their radio programs, driving to work. It was then that I first heard of RMD (“required minimum distribution”), an issue about which I was ignorant. My wife and I had saved and invested over the years but we were not certain we had saved enough. My ignorance about the RMD issue and its potential effect on our finances made me realize that some serious attention needed to be paid to financial planning and our retirement and estate plans. I realized also that if I was blissfully unaware of RMD, there were certainly other issues that should be addressed. Thus, we met with The Estate Planning Team.
Under the guidance of The Estate Planning Team a comprehensive and focused analysis and review of financial issues, including net worth, goals, lifestyle maintenance, income tax and investment analysis etc., were made. Everyone has different financial circumstances, goals and needs. A customized and thorough analysis and plan was developed specific to our circumstances and goals. The plan is updated on a yearly basis as circumstances, both personal and external, change. Consequently, we feel very confident about achieving our goals and navigating these turbulent and ever changing times.
My wife and I have very high confidence in the team. We find them professional, thorough, experienced, very knowledgeable and proactive; they will always carefully explain issues. The team is always available to address any questions or issue and make adjustments as needed We have enjoyed and greatly benefitted from working with The Estate Planning Team and will continue to do so throughout our retirement years.“
9AM - 5PM
6611 Rockside Rd SUITE 205, Cleveland“Dan is great! He is my financial advisor and also prepares my taxes, and has for years. He is amazing about answering any questions or explaining anything that isn’t clear. They are very efficient and flexible when I need to make a change to my appointment. Highly recommend!“
9AM - 5PM
6140 W Creek Rd Suite 200, Independence“I've been doing my taxes with this family business since I was in the military, and still do as a civilian. Top notch professional service!“
8AM - 5PM
23550 Center Ridge Rd #204, Westlake“Ryan and Kevin are amazing, and extremely easy to work with. Not only have I moved all of my investments over to them, but I've been confident enough to bump mine up and bring my wife's over as well. They know what they are talking about, and take care of their clients on a very personable level.“
“Family owned and lots of experience. Very helpful with income tax return preparation.“
9AM - 1PM
7979 Pearl Rd, Strongsville“I highly recommend Ta-Check Financial. Everyone on staff is very knowledgeable, professional and friendly. Major shout out to Aubrey, Jim and Chuck. They have taken great care of my family and our finances!“
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