Our Firm
Estate Planning Center is an independent firm that offers a wide spectrum of options for assisting our clients in planning for and managing their retirement. We have considerable knowledge and experience in the investment, banking, and insurance industries.
Our firm is here to assist you in planning for your retirement and monitoring your financial Wellness, and Estate Planning considerations. Our firm brings years of industry experience to help build lasting relationships with our clients. We strive to provide information and knowledge to our clients to help them make informed business decisions.
Our goal is to help our clients grow, protect and eventually transfer their assets to the next generation. We provide unbiased, independent advice with our clients’ best interest in mind.
Our Staff:
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Jerry Hanifan Founder & CEO |
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Ray Hinnant Chief Operations Officer |
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Beth Arthur Client Relations & Scheduling |
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Sharon Doerr Bookkeeper & Computer Specialist |
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Bob Bellia C.P.A |
Jerry Hanifan: Professional Licenses & Designations
- FINRA Investment Advisor Representative License - Series 66
- LUTCF - Life Underwriting Council Fellow
- FINRA Registered Representative Licenses Series 6,7,63
- North Carolina Resident Life, Health and Disability insurance licenses
- North Carolina Resident Variable Life and Annuity insurance licenses
- Non-Resident New Jersey, Florida and Connecticut insurance licenses
- Non-Resident New Jersey, Florida, Connecticut and Iowa Securities licenses
- American Bankers Association certified training during banking industry years
Click here to contact us!
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| 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. |
