Broker Check

Our Services

Investment Analysis

Retirement Planning

Whether you are currently retired or ten years from retirement, we can evaluate your current retirement plan to help make sure you’re on track toward pursuing or maintaining the lifestyle you wish to have – now and in the future. Having sufficient income for the duration of your retirement and making investment choices are all important retirement strategies that we can supervise for you, so you will have more time doing the things you enjoy most.

Legacy Planning

Proper financial estate planning and management involves a variety of complex issues that only the most qualified professionals are capable of delivering effectively. A mistake now could cost your family and heirs a significant portion of the wealth you’ve worked so hard to create. We work together with local estate planning attorneys to help ensure your financial estate is preserved, protected from unnecessary taxation and distributed in accordance with your personal wishes.

Investment Management

Whether investing for long-term growth or capital preservation and income, our investment management services are administered through a prudent and diversified approach with the goal of helping you pursue your specific objectives with the least amount of risk.

Income Tax Planning

Many people fail to consider income tax issues until filing deadlines are approaching. But year-round planning can help minimize both your business and personal tax burden. We have a CPA at our firm to help you optimize tax outcomes.

Financial Planning

We believe effective financial planning is achieved through the successful integration of insurance management, financial estate planning, retirement planning, and tax minimization strategies. At The Estate Planning Center we have the knowledge and resources to serve as the centralized coordinator of all your financial planning needs.

Tax Deferral Strategies

(This is a list of some of the legal instruments and methods used in our financial estate planning. We are not attorneys and do not provide legal services, however, we actively assist clients in coordinating estate plans with a client’s legal advisor.)

Annuities

  • Fixed 
  • Indexed
  • Variable


Life Insurance

  • Whole Life
  • Universal Life
  • Variable Live
  • Term Life

Financial Estate Planning Tools Used

(This is a list of some of the legal instruments and methods used in our financial estate plannings. We are not attorneys and do not provide legal services, however, we actively assist clients in coordinating financial estate plans with a client’s legal advisor.)

  • Wills
  • Durable Power of Attorney
  • Living Wills
  • Revocable Living Trusts
  • Pour/Over Wills
  • Irrevocable Trusts
  • Family Limited Partnerships
  • Limited Liability Companies
  • Dynasty/GST Trusts
  • Asset Protection Trusts
  • Grantor Retained Interests (G.R.A.T.s, G.R.U.T.s, Q.P.R.I.T.s).

Insurance Analysis

  • Medicare Review & Education
  • Overall Financial Risk Management
  • Second-to-die Life Insurance
  • Individual Life Insurance (Unbiased Insurance Analysis & Risk Management).

Long Term Care

  • Traditional Long Term Care Insurance
  • Asset-Based Long Term Care options

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

 jerry@estateplanningctr.com |  (828)355-5834