The Estate Planning Team, Inc.

Services Offered

• Retirement planning
• Tax-efficient income strategies
• Long-term financial planning
• Hourly and comprehensive retainer fees

About

The Estate Planning Team is a financial planning firm based in Middleburg Heights, Ohio, specializing in affordable fiduciary services for individuals working or already in retirement. With over 38 years of experience, they provide objective and unbiased financial analysis to help clients navigate complex financial decisions and long-term planning. Their services include retirement planning, tax-efficient income strategies, and guidance on managing healthcare costs and market volatility. The firm caters to clients seeking to protect their financial stability through comprehensive planning and offers flexible consultation hours.

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