Phone:  (252) 240-2400

E-mail:  jerry@estateplanningctr.com

PostHeaderIcon Welcome to the Estate Planning Center!

 

Welcome to the website of Estate Planning Center.  Our firm is here to assist you in planning your retirement and monitoring your Financial Wellness.  Our goal is to help our clients grow, protect and eventually transfer their assets.  We help plan in accordance with your needs, plans, and goals to help you achieve the retirement years you’ve envisioned.

 

 


Accumulation & Distribution:

Click play on the video below to see our "Mount Everest" video about accumulation and distribution of wealth.

We're sorry. You need to have Adobe Flash Player version 9 or higher installed on your computer to listen to this content! Please click here to visit Adobe and download the FREE software.

 
Client Account Login

Latest News
Customer Appreciation Event - Slideshow

The following is a photo slide show from our 2010 Customer Appreciation Luncheon.

 
A Personal Interview with Jerry Hanifan

Meet Jerry Hanifan in this candid interview and find out what makes the Estate Planning Center different from other financial services companies. Click Here to listen to this personal interview now!

 
Happy New Year

How have you done the last decade in your investments?  New Year’s resolution time is a good time to look at your finances and take inventory.

 
Financial Wellness Events

We host periodic Financial Wellness Events and Forums. Click below for more information.

Register Online