Founded 1989 • With Angi since January 2009
16600 W SPRAGUE RD
Cleveland, OH 44130
01/04/2021
Mike W.
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
11/10/2020
Ken S.
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
11/02/2020
Alan S.
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!
Description of Work
Tax planning and financial review.
Category financial advisor
09/15/2020
Joan G.
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.01/21/2020
Robert W.
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
03/08/2019
Alan S.
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
02/28/2019
Mary W.
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
02/25/2019
Ralph O.
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
01/05/2019
Alan S.
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.
Description of Work
Prior to retiring, we engaged with the team for a total review of not only what we had financially, but also what we needed to accomplish our aspirations and goals over the coming years (including life expectancies).
Category
10/29/2018
Richard D.
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
Description of Work
Financial Planning
Category financial advisor
I focus on people in or near retirement, who want to reduce risk and taxes. 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.
We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals. Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.
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
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.
The Estate Planning Team Inc is currently rated 5 overall out of 5.
The Estate Planning Team Inc is open:
Monday: 8:00 AM - 6:30 PM
Tuesday: 8:00 AM - 5:30 PM
Wednesday: 8:00 AM - 7:30 PM
Thursday: 8:00 AM - 6:30 PM
Friday: 8:00 AM - 5:00 PM
The Estate Planning Team Inc accepts the following forms of payment: MasterCard, American Express, Discover, Check, Visa
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 warranties.
The Estate Planning Team Inc offers the following services: 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
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.