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Welcome to Estate & Financial Strategies, Inc.
Let Estate & Financial Strategies, Inc. help you to maximize your retirement income and minimize your risk, while also helping you to reduce taxes. We specialize in asset protection and preservation which we believe to be at least as important as getting the best return on your money. Most of our clients are retired or near retirement, therefore our first priority is to assure you have a safe, secure, and prosperous retirement. Feel free to look around our site to learn more about reducing risks through Estate and Financial planning, Annuities, Long Term Care and your other insurance and financial needs.
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NEWSStock Market & Investing Dr. Friday is back on our shows this weekend. On Sunday, Hank and Friday discuss the JP Morgan Chase crash and investment myths. Listen in live to the Financial Lifestyle Show at 11am on 1510AM or WLAC.com. Buy Hank's Book
Free Forms Click here to download our Lifestyle Expense Sheet and more to help with your planning needs. Site Partners
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