16600 Sprague Road, Suite 445, Middleburg Heights, OH 44130
(440) 239-2090 | financialfoodforthought.com
Many people whether they are working or already in retirement are concerned about possible future tax increases, inflation, market volatility, rising health care costs and the long term impact on their financial life. At The Estate Planning Team, we help people know what steps to take and strategies to use to protect your long term financial stability and use the opportunities in the complicated tax code and address people’s concerns through objective unbiased advice and analysis. (traditional financial planners not investment advisors)
The Estate Planning Team, Inc. is a fee based Ohio Registered fiduciary planning firm that has been helping people in the Great Cleveland for over 35 years! We have both affordable hourly and affordable comprehensive retainer fees! Learn what you can do and contact The Estate Planning Team, Inc. at (440) 239-2090, [email protected] or visit www.financialfoodforthought.com.
WE offer a Free No obligation NO Pressure consultation by phone or in person with free preliminary analysis to see you can benefit from our affordable services! Fish listeners will receive a 10% discount off retainer fees or 2 bonus hours off hourly planning options by August 31, 2023!
We build custom long term realistic conservative financial plans and objective analysis for specific financial issues! Our clients know what they can spend without running out of money, create income needed as tax efficiently as possible and address financial challenges and concerns. Although we don’t do investments (our clients either do investing on their own or we work with their existing investment advisor), we look at assets in terms of Risk, Growth & Tax Efficient, how much risk should the be taking to accomplish their financial goals and are they taking on too much or not enough. Sometimes people need help with pension election analysis, timing of social security, Cash flow planning, Roth Contribution & Conversion Planning & Tax Efficient Distribution Planning from IRAs, Company plans or similar assets as well as Long term care planning and more. Helping people solve problems, save money and use the opportunities in the complicated tax code!