THE ESTATE PLANNING TEAM, INC.

Overview

The Estate Planning Team, Inc. operates as a corporation focused on providing financial planning services. While it does not classify itself under a specific category, its primary activities revolve around assisting clients with their financial planning needs. The firm does not engage in capital allocation or serve as a multi-state adviser, which indicates a more localized approach to its client base. The firm employs a fee structure that includes hourly charges and fixed fees, allowing for flexibility in how clients are billed for services.

Assets & Accounts

Investments & Alternatives

Location & Offices