Broker Check
Hank Parrott, ChFC®

Hank Parrott, ChFC®

Financial Advisor

With over 32 years in the finance services industry, Hank Parrott is a seasoned financial planning veteran who has dedicated his career to helping pre-retirees and retirees safely preserve, protect, and grow their assets. In his role as President of Estate & Financial Strategies, Inc. (EFS), Hank employs only the most proven methods coupled with the most innovative strategies to help retirees protect and increase their estate value and, in doing so, safeguard their – and their family’s – financial future.

Each of Hank’s clients receive an in-depth personal situation analysis to determine their needs and goals, so a custom-tailored financial plan can be created. As Hank’s desire to earn his client’s trust is first and foremost, he takes great care to educate and inform them each step of the way. This ensures his clients are completely knowledgeable of, and in agreement with, the intended asset protection and growth strategies that will work toward their goal. His personalized service does not stop there. Once a plan has been put into action, Hank continues to closely monitor results and make modifications as required to help ensure the program’s success. These are just some of the many reasons Hank Parrott has earned the respect, trust, and gratitude of his mature client base, who are dealing with these all- important, yet complex, issues.

Hank’s clients benefit from his extensive training and experience in the specialized area of Retirement Planning, Tax Planning, Investment Planning, Financial Planning, Insurance Planning, Employee Benefits, Annuities, Family Limited Partnerships, Charitable Remainder Trusts, Long-Term Care and Advance and Basic Estate Planning for estate of all sizes. In addition, he employs financial planning techniques that are designed to both increase his client’s net spendable income.

Hank’s wealth of industry expertise and credibility has made him a sought-after expert source, having served as a guest commentator on multiple broadcast television and radio talk shows nationwide. He is also regularly tapped for expert commentary by high-profile national print media outlets including, among others, Investor’s Business Daily. Hank is the author of Seven Steps to Financial Freedom in Retirement. He is also the host of the weekly television show The Retirement Report on News Channel5 Plus and the radio show on IHeart Media’s Talk Radio 98.3 and 1510AM WLAC.

A highly credentialed personal finance expert, Hank is extremely active within his industry. He is a charter member of Ed Slott’s Master Elite IRA Advisor GroupTM – a distinction currently held by only a select few financial advisors worldwide. He is also both a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP) and a Registered Financial Consultant (RFC). He is a member of the International Association of Registered Financial Consultants (IARFC) and the Society of Financial Services Professionals. Hank earned his financial planning credentials through Florida State University and the American College.