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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.
In 1997, Estate Planning Enterprises began partnering with Senior
Financial Consultants in order to educate the public on retirement
and senior issues. Senior Financial Consultants offers seminars
packed with information regarding a multitude of services, concepts,
and programs that a lot of other financial planners have not
considered or do not even know about. For more information, visit
the Senior Financial Consultants website or contact us.
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.
In 1997, Estate Planning Enterprises began partnering with Senior
Financial Consultants in order to educate the public on retirement
and senior issues. Senior Financial Consultants offers seminars
packed with information regarding a multitude of services, concepts,
and programs that a lot of other financial planners have not
considered or do not even know about. For more information, visit
the Senior Financial Consultants website or contact us.
The Estate Planning Enterprises Staff
Ron Woods
Ron Woods is from Knoxville, Tennessee and graduated from the University
of Tennessee, Knoxville in 1964 with a B.S. degree in Economics. Before
founding Estate Planning Enterprises in 1982, Ron worked in the financial
services field since 1965. In addition to over 35 years of experience, Ron is
also a Certified Senior Advisor. As a CSA, he has been trained and educated
in many aspects of senior issues, including social, spiritual, and financial
matters.
In the community, Ron is an active member of Good Shepherd United
Methodist Church, Kiwanis Club, and the Hendersonville Chamber of
Commerce. He and his wife, Lorna have two children, Randy and Leisa. Ron
and Lorna are the proud grandparents of three, Luke, Joey, and Abbi.
of Tennessee, Knoxville in 1964 with a B.S. degree in Economics. Before
founding Estate Planning Enterprises in 1982, Ron worked in the financial
services field since 1965. In addition to over 35 years of experience, Ron is
also a Certified Senior Advisor. As a CSA, he has been trained and educated
in many aspects of senior issues, including social, spiritual, and financial
matters.
In the community, Ron is an active member of Good Shepherd United
Methodist Church, Kiwanis Club, and the Hendersonville Chamber of
Commerce. He and his wife, Lorna have two children, Randy and Leisa. Ron
and Lorna are the proud grandparents of three, Luke, Joey, and Abbi.
Randy Woods, CLTC
Randy Woods grew up in Hendersonville, graduating from Beech High School
in 1994. He attended the University of Tennessee, Knoxville before coming to
work with his father in the summer of 1999. As a Certified Senior Advisor, he
has taken specific training courses on various senior issues, not just financial
ones. Randy also has the Certified in Long-Term Care designation and
specializes in our clients' Long-Term Care needs. In addition to the
Long-Term Care aspect of our company, he handles our Medicare
Supplement business, with the exception of claims. Randy operates as the
staff's technical support and webmaster.
in 1994. He attended the University of Tennessee, Knoxville before coming to
work with his father in the summer of 1999. As a Certified Senior Advisor, he
has taken specific training courses on various senior issues, not just financial
ones. Randy also has the Certified in Long-Term Care designation and
specializes in our clients' Long-Term Care needs. In addition to the
Long-Term Care aspect of our company, he handles our Medicare
Supplement business, with the exception of claims. Randy operates as the
staff's technical support and webmaster.
Melody Holloway
Melody Holloway, an East Tennessee native, came to us in 1999 as our Office
administrator. She attended Pellissippi State College and Knoxville Business
College and has a background in the Real Estate, Legal, Medical, and
Insurance fields. Melody and her husband, Rusty, live in Hendersonville with
their three children and are both active in the First Baptist Church of
Hendersonville. She is also an active member of Kiwanis of Hendersonville.
In addition to her work as the Senior Financial Consultant Seminar
Coordinator, Melody handles the daily operation of the office, with special
focus on client relations and serves as the liaison for Medicare claim issues.
As a Notary Public, Melody also provides those services for our clients at no
charge.
administrator. She attended Pellissippi State College and Knoxville Business
College and has a background in the Real Estate, Legal, Medical, and
Insurance fields. Melody and her husband, Rusty, live in Hendersonville with
their three children and are both active in the First Baptist Church of
Hendersonville. She is also an active member of Kiwanis of Hendersonville.
In addition to her work as the Senior Financial Consultant Seminar
Coordinator, Melody handles the daily operation of the office, with special
focus on client relations and serves as the liaison for Medicare claim issues.
As a Notary Public, Melody also provides those services for our clients at no
charge.
For questions or comments regarding the website, contact Randy.
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