Founded 1989 • With Angi since January 2009
Service Provider ResponseThank 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.
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.
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.