The Estate Planning Team Inc

Founded 1989 • Angie's List since January 2009

A Rated | 52 Reviews

Service Categories

Description

The Estate Planning Team, Inc. is a fee based Ohio registered fiduciary planning firm that has been helping people in the Greater Cleveland area for over 30 years. We give objective, unbiased advice & design customized, comprehensive long term plans from a big picture perspective! We help clients achieve their financial goals that gives them clarity on exactly what needs to happen with every aspect of their financial life so that they are using their assets as effectively as possible. We help show clients how decisions they make today affect future tax & financial years. Our plans include long term tax planning by making sure our clients use the opportunities in the complicated tax code & avoid future tax traps to reduce overall tax liability during lifetime & at death. We also believe a coordinated effort from client's advisers ensures that everyone involved is working together to achieve the client's goals. We also work with people's existing advisors whether it be an attorney, tax preparer or investment advisor or can refer people to our network advisors if needed. We help our clients with each step through the plan analysis, design, recommendations & implementation! Our planning fees are based on a combination of time, clients goals/needs & the planning already in place. We offer a free, no obligation consultation to determine if someone can benefit from our services. We also offer free educational classes throughout the year, visit www.financialfoodforthought.com for details. Angie's List Super Service Award won also won in 2017,2016, 2015,2014,2013 & 2011 The following is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or financial products. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein....

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Verified Reviews

A few reviews for this pro…

A

RATED

09/15/2020

They do an excellent job! They are on top of everything from tax to investments, and they made our retirement transition very smooth. I can't recommend them highly enough.

DESCRIPTION OF WORK
Financial retirement planning

CATEGORY financial advisor

SERVICE PROVIDER RESPONSE

Thank you for the review. We have enjoyed working with you for many years and hope to continue to provide you value and benefit. We sincerely appreciate it.
A

RATED

01/21/2020

This is the team if you want to get a handle on your future retirement plans. Be prepared to provide details and once the plan is done, you will reduce unknowns.

DESCRIPTION OF WORK
Financial and retirement planning

CATEGORY financial advisor

A

RATED

03/08/2019

The Estate Planning Team provides a vigorous examination of what you have now; what you need for your expected lifestyle in retirement; and what needs to be done to make sure these two match. The discipline used in performing a highly detailed examination will give you confidence in what steps are necessary to ensure income and expenses are mated year by year to retire without surprises.

DESCRIPTION OF WORK
Financial Life Planning

CATEGORY financial advisor

A

RATED

02/28/2019

Excellent on their part. Putting together a plan is a challenge and time consuming. But they had all the main data inputs covered in the set up processs and continued asking questions to get my whole financial picture. They also discovered tax land mines that would've cost me dearly had I not made allowances for it.

DESCRIPTION OF WORK
Complete estate plan, from the ground up, before retirement age.

CATEGORY financial advisor

A

RATED

02/25/2019

We have been 100% satisfied with the integrity and service provided by The Estate Planning Team.

DESCRIPTION OF WORK
Before retirement, we provided a lot of detail requesting analysis in order to decide whether we could afford to retire. Based on the analysis, we decided we were financially able to retire. Since that time, we have continued to use Mark to run scenarios looking at various stock market fluctuations, long term care and other potential spending plans.Mark has provided tax analysis and suggestions regarding Roth IRA conversions. We have found the analyses, questions and suggestions to be highly insightful. Various suggested scenarios included approaches we had never and would never have considered on our own.

CATEGORY

Services Offered

We offer hourly planning & comprehensive planning options. We help retirees of all ages and people planning for retirement & planning for the desired retirement lifestyle, Spending & creating tax efficient Income, IRA/Company Plan Distributions, Roth Conversions, Using opportunities & avoiding traps in the complicated tax code, Addressing financial challenges market uncertainty, death of spouse, long term care, Pension/Social Security Election Analysis, Assets: Risk Growth, Tax Efficiency, etc

Services Not Offered

We do not offer attorney services or prepare legal documents. However, we work with a network of attorneys for legal documents needs and we can refer people that are looking for an attorney. We do not prepare tax returns our services involve income tax planning. We are not investment advisors but work with our clients that do their own investments or work closely with their existing investment advisors or can refer to network of advisors.

General Information
Free Estimates
Yes
Payment Options
MasterCard, American Express, Discover, Check, Visa
Senior Discount
No
Emergency Service
No
Warranties
No