About Us
 

Estate Planning Enterprises, LLC has served the financial and retirement planning needs of Middle Tennessee residents since 1982.  The company works primarily with the fifty-five and above age group, pre-retirees, and retirees.  We offer services and concepts from many different companies in the financial and insurance industries, though we specialize in a complete line of fixed annuities, long-term care insurance, life insurance, and tax planning.

As a conservative financial planning company, the goals are always the same as our motto; helping make sure our clients have "INCOME FOR LIFE".  We believe that the most important aspect of your asset portfolio is having the correct balance for your age.

Estate Planning Enterprises has experienced rapid growth because more people are now realizing that building and keeping wealth as we have known in the past has changed.  The uncertainties of events, both national and global, make it more difficult to build wealth and most importantly, keep what we have worked our entire lives to create.

Our savings and investment recommendations not only meet the needs of people today; our philosophy allows us to adapt strategies to an ever-changing financial environment and to specific individual client needs.