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The Estate Planning Team Inc

in business since

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Contact The Estate Planning Team Inc
16600 Sprague Road
Cleveland, OH

About Us

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 and choices they make today affect future tax & financial years. Our plans include long term tax planning by making sure our clients are using the opportunities in the complicated tax code & avoiding future tax traps to reduce out client's overall cumulative tax liability & achieve there desired outcome at passage.How can anyone make a good decision without knowing the future impact of that decision. We also believe a coordinated effort from client's advisers ensures that everyone involved is working together to achieve the client's goals. We help our clients step by step through the plan analysis, design, recommendations & implementation until their plan is complete! 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 of advisors if needed. Our planning fees are based on the a combination of time, clients goals/needs & the planning already in place. Planning can be beneficial to estates of every size. We offer a free, no obligation consultation to determine if someone can benefit from our services & have different times of planning available. We also offer free educational classes throughout the year, visit for details. The Estate Planning Team, Inc. is an Ohio Registered Investment Adviser. 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