Angie's List is now Angi. Learn more

The Estate Planning Team Inc

Founded 1989 • With Angi since January 2009

5.0

(55) Verified Reviews

Financial Planning

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 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 ...

Other local Pros in your area

Upper Left Wealth Management

Upper Left Wealth Management

UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  …

Verified Reviews

A few reviews for this pro...
Write a review
5.0

01/04/2021

Extremely well. It exposed major flaws in my planning process and made me more detail oriented with spending and investing options.

Description of Work
Total overview for estate planning

Category financial advisor

5.0

11/10/2020

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 .

Description of Work
Financial Planning

Category financial advisor

5.0

11/02/2020

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 advan...

Description of Work
Tax planning and financial review.

Category financial advisor

5.0

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.
5.0

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

    Services Offered

    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, inflation, market volatility, 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, IRA/Company Plan Distributions Planning, Roth Conversions Analysis, Pension & Social Security Election Analysis, Assets Analysis: Risk Growth, Tax Efficiency, etc & planning for premature death of a spouse, income replacement needs, long term care, & coordination with advisors, financial coaching

    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