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

Strategies

Income Stages and Capital Accumulation

At the Estate Planning Center we use the Asset Cycle Portfolio System to help our clients understand how their nest egg of retirement savings will be used to fund their retirement in the short, mid, and long term. The Asset Cycle Portfolio System also works to help protect our client's financial future with an umbrella of protection.

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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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