
Security in Retirement
Protecting Your Legacy with Care & Confidence
At Estate Planning Enterprises, we specialize in helping retirees secure their financial future and preserve the legacy they’ve worked a lifetime to build. With a warm, personalized approach and decades of experience, we guide you through every step of your retirement so you can feel confident in your decisions and focus on what matters most – counting memories, not pennies.
About Us
Making Money Last A Lifetime
Since 1981, Estate Planning Enterprises, LLC has provided safe, money-focused retirement counseling services meeting the needs of retirees across middle Tennessee.
Our Services
UNIQUELY TAILORED SOLUTIONS
At Estate Planning Enterprises, our services are thoughtfully designed to help you protect what you’ve built, provide for your loved ones, and enjoy greater peace of mind throughout retirement.
Protected Growth
Grow your retirement savings with strategies designed to safeguard your assets from market volatility while still achieving meaningful returns. Our conservative, client-focused approach helps ensure your wealth works for you—without unnecessary risk.
Wealth Transfer
Ensure your legacy is passed on according to your wishes. From trusts and wills to beneficiary planning, we help you create a clear, tax-efficient plan for transferring your assets to the next generation—minimizing confusion and maximizing peace of mind.
Social Security Analysis
Choosing when and how to claim Social Security can have a big impact on your retirement income. We provide personalized analysis to help you make informed decisions and optimize your benefits.
Why Choose Us
Expertise
Tailored Guidance for Retirees
We focus exclusively on the needs of those in or near retirement, providing personalized solutions that reflect your stage of life and long-term goals.
Experience
Trusted, Experienced Professionals
Our team combines deep industry knowledge with a sincere commitment to treating every client like family.
Dedication
A Focus on Peace of Mind
We simplify complex decisions, empowering you to move forward with confidence, knowing your legacy is protected.
Let's Talk About Your Future
Start planning today—for tomorrow's peace of mind.
CONTACT US for a no-obligation consultation.