About The Estate Planning Team, Inc.
Reviews for The Estate Planning Team, Inc.
Write a reviewHours
Monday: 8AM - 7PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 7PM
Thursday: 8AM - 7PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
The Estate Planning Team, Inc. is an affordable fee-based Ohio Registered Fiduciary Planning firm with over 35 years of experience. They help working and retired individuals make informed financial decisions and plan for the future. The firm provides objective and unbiased analysis, guiding clients through strategies to protect their long-term financial stability. Their services encompass a range of areas, including tax planning, retirement income, long-term care, wills, and trusts. The Estate Planning Team assists clients in navigating complex tax code opportunities and avoiding potential pitfalls. Many clients have praised the firm for their professionalism, expertise, and personalized support, emphasizing their confidence in the guidance provided for both pre-retirement and retirement planning. Clients also appreciate the thorough and customized analysis they receive, which is updated yearly as circumstances change. The team is known for being proactive, knowledgeable, and always available to answer questions or make adjustments. Their helpful staff and clear explanations help clients stay on track during retirement, making them a trusted partner for long-term financial planning.
My wife and I have worked with The Estate Planning Team, Inc. for many years. I first heard of them when I listened to their radio programs, driving to work. It was then that I first heard of RMD (“required minimum distribution”), an issue about which I was ignorant. My wife and I had saved and invested over the years but we were not certain we had saved enough. My ignorance about the RMD issue and its potential effect on our finances made me realize that some serious attention needed to be paid to financial planning and our retirement and estate plans. I realized also that if I was blissfully unaware of RMD, there were certainly other issues that should be addressed....read full review
I recently had the pleasure of speaking with Kaeri from the Estate Planning Team for their free consultation. I am still a few years out from needing their services, but I would highly recommend reaching out to them to get the ball rolling. She was very pleasant, informative and knowledgable with all my questions. I plan on contacting them a few years down the road.
I’ve been a client of The Estate Planning Team for several years . They helped me organize my finances , and advised me regarding my various accounts to minimize taxes. I’m certain that they have far exceeded more tax savings that the cost of their services. Very professional in everything they do . I’m glad that I found them .