Products & Services
Investment Analysis:
- Asset Allocation & Portfolio Design
- Active Management of Investment Portfolios
- Individual Stocks & Bonds
- Mutual Funds Load & No-Load
- Limited Partnerships
Tax Deferral Strategies:
- Annuities
- Fixed
- Indexed
- Variable
- Life Insurance
- Whole life
- Universal Life
- Variable Life
- Term Life
Estate Planning Tools Used:
(This is a list of some of the legal instruments and methods used in our estate plannings. We are not attorneys and do not provide legal services, however, we actively assist clients in coordinating estate plans with a client’s legal advisor.)
- Wills
- Durable Power of Attorney
- Living Wills
- Revocable Living Trusts
- Pour/Over Wills
- Irrevocable Trusts
- Family Limited Partnerships
- Limited Liability Companies
- Dynasty/GST Trusts
- Asset Protection Trusts
- Grantor Retained Interests (G.R.A.T.s, G.R.U.T.s, Q.P.R.I.T.s).
Insurance Analysis:
- Medicare Review & Education
- Overall Financial Risk Management
- Second-to-die Life Insurance
- Individual Life Insurance (Unbiased Insurance Analysis & Risk Management).
Long Term Care:
- Traditional long term care insurance as well as Asset-Based Long Term Care options
| DJIA | -----.-- | --.-- | --.--% |  |
| Nasdaq | ----.-- | --.-- | --.--% | |
| S&P 500 | ----.-- | --.-- | --.--% | |
| Russell 2000 | ---.-- | --.-- | --.--% | |
Seperate multiple lookups with a comma
This debt clock, provided by WidgetBox, is for general information purposes only. The national debt number is received from the US Treasury and the population data from the US Census. We make no representation as to the completeness or accuracy of this information.
| 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. |
