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Our simple three step process

Build Your Plan

Build Your Plan

Craft your retirement planned according to your individual aims and objectives.

Optimize Your Assets

Optimize Your Assets

Leverage our experience and expertise to maximize your assets.

Maintain Your Lifestyle

Maintain Your Lifestyle

You dedicated years to get here, "just enough" is not in the retirement playbook.

Our Services

Retirement Planning

We monitor and track your progress freeing up time for you to enjoy life.

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Legacy Planning

Pass on and protect your wealth from unnecessary taxation and distributions.

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Investment Management

Pursue your financial objectives while maintaining your risk tolerance level.

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Income Tax Planning

Our proactive approach can help minimize your tax burdern so there are no surpises on tax day.

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Financial Planning

We take all the pieces of your financial puzzle and help put and keep them in place.

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About Us

At the Estate Planning Center we work with retirees or those nearing retirement who desire to hire an experienced financial advisor. We create a clearly understandable and tailored plan with the goal of helping you to maximize your assets and help you maintain the lifestyle you are accustomed to. We believe there is a time to be involved in the market, and a time not to be involved. By working with us, you will have a clearly understood plan that will strive to protect, grow, and transfer your assets to the next generation.

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Jerry Hanifan

Jerry Hanifan

Founder & CEO

Lori Scharnagl

Lori Scharnagl

Client Relations Manager

Sharon Doerr

Sharon Doerr

Client Services Manager

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