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Preparing you for the road ahead

Look to your future with confidence and anticipation on your upcoming retirement journey. The Estate Planning Center is here to shine the light down the road, by providing invaluable guidance and keeping a watchful eye on what lies ahead.

Our Mission

Our Mission

We're committed to helping 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.

As 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.

Trinity 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)

Reach out to us today: 


Our office is at:

276 Sunset Drive

Blowing Rock, NC 28605


Our mailing address is:

PO Box 245

Blowing Rock, NC 28605


Phone: (828) 355-5834

Fax: (828) 414-3922


Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: Closed