Phone:  (252) 240-2400

E-mail:  jerry@estateplanningctr.com

PostHeaderIcon Customer Appreciation Event - Slideshow

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

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PostHeaderIcon 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!

 

PostHeaderIcon 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.

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PostHeaderIcon A Guide to Beneficiary Designations

As the new year approaches, please view our guide on Beneficiary Designations.  Click here.

 

PostHeaderIcon Website Launch

After much work we have created a web site to help aid current clients so they have access to their accounts and update them on changes in the firm.

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PostHeaderIcon Customer Appreciation Event - Photo Slideshow

The following is a photo slide show from our 2009 Customer Appreciation Event.

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PostHeaderIcon Roth conversion - Is it right for the retiree?

There is a lot of buzz in the media concerning roth conversions.

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PostHeaderIcon Customer Appreciation Event Photos

The following are collages from our past Customer Appreciation Events - Enjoy!

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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.