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The Estate Planning Team, Inc. & Podcast Financial Food for Thought

16600 Sprague Road, Suite 285
Middleburg Heights, OH 44130

Phone:

440.239.2090

E-mail:

Free Consultation

Contact us for a free consultation by phone or in person at (440) 239-2090 or email kwaddell@tept.com

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to the website of The Estate Planning Team, Inc & podcast Financial Food for Thought

The Estate Planning Team, Inc. is an affordable fee based Ohio Registered Fiduciary planning firm that has been helping retirees & people thinking about their future retirement in the Greater Cleveland/Akron area for 38+ years through objective, unbiased advice & analysis.  We help people know what steps to take and strategies to use, how much they can really afford spend, how to create future tax efficient income, how much risk necessary to take on to accomplish long term goals, how to use opportunities and avoid traps in the complicated tax code.   

Previous Awards in 
2018, 2017,2016, 2015,2014,2013,2011
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Guides readers through estimating a realistic retirement savings target.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Provides tips for managing rising food prices through smart shopping.

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Considering some important issues now could provide more options in the event of early retirement.

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How much do you need to save each year to meet your long-term financial goals?

This calculator can help you determine how soon you can pay off your mortgage.

How Long Will Your Funds Last?

Determine whether you should consider refinancing your mortgage.

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