Planning Center's People
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.
Bob Bellia
C.P.A
Jerry Hanifan
Founder & CEO
Lori Scharnagl
Client Relations Manager
Sharon Doerr
Client Services Manager