The Estate Planning Team, Inc. 16600 Sprague Road, Middleburg Heights, OH 44130

"Want to know if you are financially ready for retirement? Ten years ago we were asking the same question. One of us was fairly confident; the other not so much and we needed outside help to get us comfortably on the same page. Fortunately, we discovered The Estate Planning Team and through a rigorous discovery and future planning process we not only got comfortable with selecting workforce exit dates, we executed them and have never looked back! And for us it even got better when we discovered The Estate Planning Team would be there to help us when life planning changes occurred as well as with helpful annual tax planning recommendations. If you want additional financial life confidence to help you get through retirement—or leading up to it—contact The Estate Planning Team."

"We've worked with the Estate Planning Team for over 15 years, from pre-retirement to now 10 years into retirement. We have relied on them to help us transition into retirement as smoothly as possible. They have given us help on everything from tax strategies to long term care, will and Trust documents. Our yearly meetings allow us to adjust our living expenses to match the outside financial pressures of the day. Their support has been the basis of feeling confident we will be able to live comfortably and still leave something for our heirs."

"The Estate Planning Team has been extremely helpful in the establishment and execution of our retirement plans and financial goals. Mark and his team are highly professional, greatly experienced and always available when required to adjust plans as needs change. You can be assured peace of mind knowing that the best interests for you and your family are consistently and properly addressed."

"The Estate Planning Team provides comprehensive analysis of all aspects of estate management. They put an emphasis on integrated analysis including tax consequences of planning decisions. It is a group of well-read professionals dedicated to customer service. I am very pleased with my interactions with this Team."

"My husband and I began working with the Estate Planning Team many years ago. The Team has continued to work with me after my husband's passing, keeping me informed and explaining things (sometimes several times) so I understand how to plan out my financial life, understand tax information, and working with my investment advisors so I can feel comfortable with the choices I make. The Team does not push products, they make suggestions and will review information so you, as the client, feel comfortable. I know people who do not have a financial plan or planner ... I wouldn't be without one. Their office hours are workable for most, and once they have worked with you, office visits may not be necessary, online visits can be done. I wish we had started earlier, but there's no time like the present."