Blowing Rock: (828)355-5834 | Morehead City: (252) 240-2400
Email: jerry@estateplanningctr.com

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.

Estate Planning Center Our Firm

Our firm is here to assist you in planning for your retirement and monitoring your financial Wellness, and Financial 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.

Estate Planning Center Trinity KnotTrinity Knot - as a Christian it represents the blessed trinity, God the Father, the Son, and the Holy Spirit. In reference to our industry, it represents three financial areas being tied together – taxes, investments and insurance issues, and legal concerns*. If any one of these areas are out of balance or missing, the knot comes unraveled. All these matters are interlinked and represent our concern and desire to help individuals comprehensively manage their wealth. (*by referral to local estate attorneys)

Gerald Hanifan is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Estate Planning Center is not affiliated with USA Financial Securities.

Gerald Hanifan is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AL, CA, CT, FL, IA, IL, MO, NC, NJ, NY, OH, SC, TN. For investment advisory services these states include: AL, CA, CT, FL, IA, MA, MO, NC, NJ, OH, OK, SC.  This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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