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The Estate Planning Team Inc

5.0(
51
)

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 35 years known for objective, unbiased advice & design customized, comprehensive realistic financial plans! Also host radio show Financial Food for Thought on WHK 1420 am Saturdays 9am-10am. We offer a free no obligation consultation by phone or in person & have affordable hourly or affordable all inclusive retainers. 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 use 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 customized based on needs. Also visit www.financialfoodforthought.com for more information or our podcasts , . Angie's List Super Service Award won also won in 2019,2018 2017,2016, 2015,2014,2013 & 2011

Business highlights

36 years of experience

Services we offer

& coordination with advisors, Assets Analysis: Risk Growth, IRA/Company Plan Distributions Planning, Offer Affordable hourly planning & comprehensive planning options. We help people who are working & who are already retired take steps to protect their long term financial stability. Help with when you can afford to retire & what kind of retirement lifestyle you can have without running out of money and addressing concerns of rising health care costs, Pension & Social Security Election Analysis, Roth Conversions Analysis, Tax Efficiency, etc & planning for premature death of a spouse, financial coaching, future taxes & other financial disruptors. We also help people design plans so to create future tax efficient income that takes advantage of opportunities & avoiding traps in the complicated tax code. Other services included: Budgeting/Cash flow planning, income replacement needs, inflation, long term care, market volatility

Amenities

Free Estimates

Yes

Accepted Payment Methods

  • CreditCard
Reviews
5.051 Reviews
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Showing 1-25 of 51 reviews
Mike W.
Jan 2021
5.0
Yes, I recommend this pro
Extremely well. It exposed major flaws in my planning process and made me more detail oriented with spending and investing options.
Ken S.
Nov 2020
5.0
Yes, I recommend this pro
$5,000
The Estate Planning Team is phenomenal, you couldn’t ask for more . Highly professional, and knowledgeable. They organized my finances and were able to extrapolate into the future . Best money I ever spent . Their advise , over several years , saved me more than what I paid them for their services .
Alan S.
Nov 2020
5.0
Yes, I recommend this pro
This firm is incredible. We have been working with them for eight years, and they have helped us leading in to retirement, giving us confidence of our resources to retire and live the lives we want to without questioning our financial future. Through extensive forecasting and drilling down to specifics, we've developed game plans--which are easily tweaked year to year--which maximize our tax advantages. This planning also minimizes the possibilities of making unguided financial decisions which could needlessly increase tax liabilities. Highly recommend!
Joan G.
Sep 2020
5.0
Yes, I recommend this pro
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.
Response from The Estate Planning Team Inc
"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."
Robert W.
Jan 2020
5.0
Yes, I recommend this pro
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.
Alan S.
Mar 2019
5.0
Yes, I recommend this pro
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.
MAry W.
Feb 2019
5.0
Yes, I recommend this pro
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.
Ralph O.
Feb 2019
5.0
Yes, I recommend this pro
$1,000
We have been 100% satisfied with the integrity and service provided by The Estate Planning Team.
Alan S.
Jan 2019
5.0
Yes, I recommend this pro
From day one, the Estate Planning Team has worked with us to maximize our expected lifestyles, which includes working with other engaged professionals (e.g. CPA, Financial Advisor, Life Insurance Professional), to make sure we are taking advantage of opportunities to maximize our particular taxable situations. They find out individuals' risk tolerances, return expectations, and life goals, and help design annual income and expense road maps to reach the goals originally set. Also, in our case, the EPT suggested a financial advisor to help us with management of our IRA's.
Richard D.
Oct 2018
5.0
Yes, I recommend this pro
Great - Mark and his team are very responsive and helpful - the idea is financial planning and general financial advice - no stock picking or paying your bills - Mark will meet with your allied legal and financial people as needed too - we schedule regular phone calls and occasional meetings after the original in-depth financial analysis of where we are and then began to plan for the future - I like the fact that he listens, gives his advice, but respects our point of view on what we are comfortable with
Joan G.
Sep 2018
5.0
Yes, I recommend this pro
$2,000
We first started using their services about 5 years prior to retiring to make sure we were fully prepared. They took us thru a series of Issues related to retiring over the course of about 10 weeks, projecting out our costs and finances to roughly 100 years of age. Being fee based we weren’t worried about being sold a product they were just trying to make money on. The items we needed, like long term care insurance, a will and trust and annuities were well researched prior to being recommended. We continue to use their services which allow us to adjust for yearly changes in our needs and investments.
Dennis F.
Jul 2018
5.0
Yes, I recommend this pro
Initially a great deal of time was spent with the team developing our family financial goals, before any plan was proposed. There is annual maintenance of the plan taking into consideration family situation changes, income and lifestyle changes and tax laws. Have been with this provider for 19 years. There was an all inclusive fee for the original plan, paid for many times over in past and future tax savings. Our original plan involved establishing various trusts which entailed additional legal fees. The entire staff is knowledgeable and responsive.
Frank J.
Apr 2018
5.0
Yes, I recommend this pro
$4,000
A comprehensive plan was provided that will fulfill my needs for several years. I live out of state and we met in person twice a year with phone meetings in-between. Although the initial contract was supposedly for one year, we actually met/communicated for nearly three years. Mark's advice and insight was particularly useful in making me plan a comprehensive annual budget as well as looking ahead 5-10 years. He provided a 20 year print-out of my anticipated expenses and income based on expected inflation and portfolio return. I first met with him about 1 year before I retired at 70 and that was helpful in my initial retirement planning efforts.
Elizabeth M.
Oct 2017
5.0
Yes, I recommend this pro
Each member of the team has special skills necessary to the planning process. They are knowledgeable, trust worthy and good communicators. Our relationship with them has gone well from the beginning. We are very happy with the results of the planning and continue to work with them.
Michael S.
Jul 2017
5.0
Yes, I recommend this pro
$9,000
It went VERY WELL. We are very pleased and plan to stay involved with them for many years to come. They have answered all our questions on a timely basis and very willing to explain things in detail. They have been willing to run various "what if" scenarios. They are proactive in emailing us to see if we want to set up various meetings throughout the year. We have recommended them to our friends.
Jack L.
May 2017
5.0
Yes, I recommend this pro
$1,000
Wonderful. We recommend them to many that we meet. We renewed the use of their services for an additional 5 hours, which is the cost of the service mentioned below.
Barbara P.
May 2017
5.0
Yes, I recommend this pro
The planning went well and TEPT team was patient and informative.
Joan G.
Apr 2017
5.0
Yes, I recommend this pro
Their years of experience in guiding people thru the ins and outs of preparing for retirement made us able to sleep at night and not worry that we'd forgotten something. We continue to work with them to make the best decisions from a tax basis on our yearly financial requirements.
John L.
Apr 2017
5.0
Yes, I recommend this pro
$1,000
We meet twice a year and review our plan and make any changes that have arisen since our last meeting. Suggestions are made and a new plan is printed out with any revisions that were made and we can clearly see where our finances stand and what our net worth is.
Craig V.
Mar 2017
5.0
Yes, I recommend this pro
Smothly, professional and thorough
Alan S.
Jul 2016
5.0
Yes, I recommend this pro
Went very well as it always does with Mark over the phone. We started working with EPT several years ago after discovering them on Angie's List, and it was one of the best moves we ever made. As far as the most recent phone conference call is concerned, we discovered our accountant had not figured our estimated 2016 income correctly, so our estimated state and federal estimated tax payments were not sufficient. Fortunately, after a call to our accountant, this problem was solved. This is the kind of professional services EPT offers: best way to minimize taxes over the long haul, taking into account total qualified and non-qualified sources of income, and how best to convert either sources to taxable income to maximize how much you get to keep over your life and to those inheriting, if required.
David H.
Jul 2016
5.0
Yes, I recommend this pro
Totally impressed with Kaeri Waddell. She consistently checked details carefully and patiently explained her ideas.
My wife and I are grateful for her time, attention and effort. On a scale of 1 - 10, she is a 15.
Paul H.
Jul 2016
5.0
Yes, I recommend this pro
$5,000
I could not be happier with the service and results. I feel well prepared for my financial future, as well as my retirement. Well worth the money spent.
CHERYL P.
May 2016
5.0
Yes, I recommend this pro
$5,000
unknown
Alan S.
Jan 2016
5.0
Yes, I recommend this pro
We have been with the Estate Planning Team for 2 years, and consider this one of the most significantly important financial steps we've ever taken. Their thoroughness is beyond compare. This includes a complete examination of assets and liabilities in relation to where you are now to where you want to be in the future, and tell you what is and is not possible. They do not sell anything except confidence in the game plan created to carry you through your expected life span (and beyond, for those included in the estate).
Showing 1-25 of 51

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FAQ

The Estate Planning Team Inc is currently rated 5.0 overall out of 5.

The Estate Planning Team Inc accepts the following forms of payment: CreditCard

Yes, The Estate Planning Team Inc offers free project estimates.

No, The Estate Planning Team Inc does not offer eco-friendly accreditations.

No, The Estate Planning Team Inc does not offer a senior discount.

No, The Estate Planning Team Inc does not offer emergency services.

No, The Estate Planning Team Inc does not offer warranties.