The Estate Planning Team, Inc.

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. They offer both hourly and comprehensive retainer fees and provide free, no-obligation consultations. Clients praise the firm's professionalism, expertise, and personalized support, emphasizing their confidence in the firm's guidance for both pre-retirement and retirement planning.