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Client Testimonals

My wife and I joined the Estate Planning Enterprises family while still living in Tennessee close to their offices. We experienced only first rate, professional, honest, personal service with everyone in the office. We were never a "number,"  always a friend to each of the staff. 

 

Now that we are relocated in Arizona, we continue to have the best of service from Estate Planning with easy-to-understand correspondence and friendly telephone calls when required. It's like they are still just down the street from our home in AZ. Every time we visit Tennessee, we always make it a point to stop by to see our friends in the office. There's always a cheerful greeting by friendly folks. I am VERY confident with how our investment is being managed by our friends at Estate Planning Enterprises.

Dave G.

Sun City West, AZ

Ron and Randy Woods have helped me with my retirement, financial and life insurance planning needs for several years. I attended one of their retirement planning seminars. They helped me reach my financial goals and plans for protecting my family at my death. If I receive mail regarding these plans that I don't understand, they always respond to my calls. We have several meetings during the year to review and discuss the state of my portfolio. I have this great feeling of safety and peace for having my investments with them. I know they will do what is best for me and my family.

Patricia W.

Goodlettesville

We first met Ronald Woods in 2008 and from that first meeting, we felt a confidence that has grown tremendously. That confidence includes Randy and Melody. We shared with Ron what we wanted to accomplish with our money and he has helped us to work to that goal. We interviewed several financial planners before selecting Estate Planning Enterprises, LLC and we have been very happy and satisfied with our choice.

Malcolm & Barbara H.

Nashville

We met Ron and Randy at a retirement seminar, best thing we ever did. they know exactly what you need and there is no push to make you get into something you're not sure of. Ron and Randy explain everything to you. Clear and to the point. Courteous and honest. Happy we made the right choice!

Deanna M.

Gallatin

Ron and Randy have been working with our retirement portfolio and they are total pro's. Friendly and courteous, we highly recommend them.

Chris C.

Lebanon

We have been with Estate Planning for 10 years now and have been very pleased with them. Ron and Randy are very knowledgeable and really care and work hard for their clients. Really good and reliable folks to work with.

Robert S.

Portland

My husband and I met Ron and his staff at a Retirement Planning Seminar. It is the best decision we probably ever made by trusting them with our investments and their knowledge. Retirement plans can be hard to understand and you want to make the right decisions of how to invest your money and to have security. When they explain the process, the reason for the process and how you will benefit from it, means so much. They explain each item, have print-outs to review and take home for your records. I ask a lot of questions and they explain it in terms that I can understand. You are never rushed and are treated with courtesy and as a friend. 

 

My husband passed recently and they walked me through all that I needed to do and what would be my best options for his investment along with mine. I am so glad and fortunate that we found them. They give you the attention and knowledge that comes with a hometown business.

Darlene P.

Hendersonville

Have done business with Ron and his son for about a year. Ron has been very helpful in planning our retirement funds. He does a lot of research on how to invest your money so it will pay back a good return. Would recommend his services to anyone that wants to plan for a good retirement.

Robert L.

Coralville, IA

Ron, Randy and Melody are great. We started working with Ron several years ago and, unlike some investment people, he never pressures you to get into anything that you don't feel absolutely comfortable with. And you can tell that he truly cares about helping people. All in the office are professional, courteous, and easy to work with and relate to. They are responsive. If you call, them they respond promptly. We highly recommend them.

Donna M.

Hendersonville

We began investing with this firm after leaving an employer with a moderate 401k account. Since about 2006 we have enjoyed doing business with this firm. They have responded well to our questions and we enjoy an annual review of our account. Selections of how to divide up our account in various areas and all disbursements have been handled well. Though ours is not a large balance we have always felt our business was appreciated and handled to our satisfaction.

Ben E.

Spring Hill

15 years ago, we started working with Ron & Randy to build a retirement program that would sustain us through our retirement years. I'm about to retire and we have a portfolio that will meet our financial needs. They focus on security and reliable growth. Ron, Randy and Melody have always been available for consultations and have promptly returned every phone call. We highly recommend Ron, Randy and Estate Planning Enterprises LLC for your financial planning.

Don & Margie

Hendersonville

My parents started doing business with Ron Woods over 30 years ago. He took great care of them with investments and healthcare insurance. He now looks after my investments and is very diligent about making sure that my money is safe and is working for me. Ron and Randy are good honest people who genuinely care about their clients. My sister recently retired and Randy totally took care of navigating her thru the Medicare supplemental process and got her into the insurance plans that she needed. She would not have had a clue as to where to begin finding the right insurance and Randy totally took care of everything. I would highly recommend Estate Planning Enterprises to take care of your needs.

Felda S.

Nashville

We found this company several years ago when we attended an educational seminar concerning retirement options, Social Security benefits and other pertinent financial information. We have worked primarily with Randy Woods who has been so helpful in guiding us through this important stage of preparation as we enter this new chapter in our lives with limited income generating options. I highly recommend them to anyone seeking solid and sound financial advice for the future!

Greg H.

Lebanon

It is with ease that we recommend Ron & Randy Woods to explain and help direct financial planning strategies. With their guidance, we are in position for our family to receive continuing financial benefits, well beyond our retirement. The "teaching spirit" of the Company also offers explaining future financial investment strategies to other family members in a "family meeting" setting...something unique to the investment industry. One of the Company mottos is: "We have never had a client lose any money!" a statement to which we can attest and truly believe! 

 

In conclusion, GREAT STAFF, EXCELLENT INVESTMENT/ESTATE PLANNING... We highly recommend the Woods' Estate Planning team to anyone looking to start or being directed toward building wealth and financial security.

Charles & Gwen R.

Lebanon

One of the most outstanding and successful Retirement Planning firms I have ever worked with is Estate Planning Enterprises, in Hendersonville, TN. I have been in the Retirement Planning, Insurance and Financial Services business for over 50 years. When I was Senior Vice President of multiple companies, I trained and worked with over 120,000 agents, and continue to maintain relationships with a select few. I continue to work with Ron, Randy and Melody on a daily basis. Their experience, professionalism, courtesy and care for their clients is unequalled. 

 

In my experience of working in 49 states over the years, I have never seen a more dedicated group of folks when it comes to taking care of their clients. I have witnessed numerous cases where other financial advisors had given poor advice to clients, and Ron and his team helped clients to move to a position of safety and growth opportunity. These clients now have peace of mind and security

 

We live in an age of financial disclosure, keeping accurate records and mainly looking out for the best interests of clients. Estate Planning Enterprises is a model to follow, when it comes to taking care of their clients. The result is a clientele that feels safe financially and happy about their financial future.

Jesse L.

Jackson, MS

We've been customers of Estate Planning Enterprise for over 12 years. Our experience with Ron and his staff has been most helpful.

Bruce L.

Gallatin

I met Ron, Randy and Melody in 2012 when I relocated to Hendersonville, TN from New Jersey. Having recently become a widow, I needed help and guidance with my retirement funds and long-range family financial planning. On meeting Ron, Randy and Melody and discussing my options, I knew I had made an excellent choice in deciding to work with Estate Planning Enterprises. The growth my annuities have made under his guidance have been fruitful as well as his excellent advice on the addition of a valuable life insurance policy. I know going forward that my children and grandchildren will be well taken care of. Thank you all!

Patricia M.

Port Charlotte, FL

Have been associated with them for many years and being retired now have valued their advice and counsel.

Charles N.

Franklin

Upon moving to Tennessee in 2004 and in need of a financial advisor, we were fortunate to find Ron and Randy Woods of Estate Planning Enterprises, LLC. and their stellar office staff. Since that time, they have patiently navigated us through our needs with a great deal of expertise and unfailing courtesy. We recommend this team, without hesitation, to anyone looking for services that they provide.

Bobbie & Don R.

Nashville

My name is Edrienne and I am so glad my mother and I attended an Estate Planning Enterprises seminar over 15 years ago. Ron, his son, Randy, and Melody, their office manager are knowledgeable, caring, and professional individuals. They have always shown respect to my elderly deceased mother and to me. Whatever questions asked they would patiently answer to your understanding. The products suggested were explained and not forced upon you. This company has earned above and beyond the highest rating presented the numeral 5.

Edrienne S.

Goodlettesville

After attending several financial seminars upon moving to Middle Tennessee we chose to go with Estate Planning Enterprises. It was the best decision we could have made. Ron Woods and his staff determined our needs and set a financial plan for us accordingly. They treat you like family and would never recommend something for us that they wouldn't do themselves. Ron, Randy and Melody go above and beyond to accommodate their clients and are available anytime I need them. They are wonderful at contacting us to keep us informed of our investments. I would highly recommend them to anyone looking for a firm that is honest and always has your best interest in mind.

Maureen C.

Gallatin

My name is Wanda and I am a client of Ron Woods of Estate Planning Enterprises. I would like to share with you my success story . I had lost 50% of my money by following some poor financial advice. I met with Ron Woods and followed his recommendations. Those recommendations saved my financial future. It is a pleasure to go to the office, Ron, Randy and Melody are very friendly and always makes you feel welcome. They always show you respect and answer any questions you may have.

Wanda D.

Hendersonville

I met Ron Woods in 2003. After meeting with him I was very pleased. He answered all my questions and advised me on everything that I had questions about. I followed his advice, and was able to retire and and am still very pleased with his recommendations. He always is very professional and treats me with respect. I truly appreciate what he done and is doing for me, and have recommended Estate Planning Enterprises to several of my friends where I worked. Very good company, treats all with respect. Ron Woods is a good person and a great friend.

Jack D.

Hendersonville

Suzette and I are blessed to have known Ron and Randy Woods for many, many years and have always found them to be totally honest and trustworthy, as well as completely knowledgeable regarding planning and management of investment and retirement funds. We can think of no better people or company to work with regarding this critical area of need, particularly at this time. 

 

Having been president of a precious metals company, I am well familiar of the skills necessary to perform this work and the integrity required to ensure confidence in clients. Ron and Randy have this integrity and skills in abundance. I wholeheartedly recommend Estate Planning Enterprises, LLC to anyone in need of professional and expert advice in wealth conservation and portfolio management.

Michael & Suzette

New Orleans, LA

They kept us from ever losing any money when the market dropped. Always willing to talk and be there for us through all decisions. Always available We LOVE RON AND RANDY WOODS. Front office manager Melody is always willing to help as well. We love them all!

Nora J.

Gallatin

We were introduced to Estate planning Enterprise in 2003. As the years went by, the meetings we had with Ron or Randy Woods have been very professional. They also have been respectful to us. The many questions we had were answered fully and repeated if we did not understand their meanings. Ron and Randy are very upstanding individuals and well respected in the community and their church. One of the items discussed were our IRA allocations to improve our earning capabilities for the coming year. We have supplemented our Social Security benefits with yearly withdrawals from the IRA's. After sixteen years we still have our original investment value! Thanks to Estate Planning Enterprise our investments are protected and we are positioned for a healthy future.

Jon & Karen Z.

Hendersonville

I was a pastor for 36 years and a school teacher and school administrator for seven years before I retired in 2013. When I retired I knew I had my pension program set up, but then I had other monies in mine and my wife's account that needed to be carefully invested and cared for in the best way possible so that my wife and I — after 50+ years of marriage — could enjoy retirement and feel secure that we had the monies to get us through these golden years! 

 

It has been my privilege to know Ron Woods for over 25 years, so when I retired I turned to him and his company, Estate Planning Enterprises of Hendersonville Tennessee. I have known Ron to be a man of integrity, honesty, trustworthiness, and a caring friend that my wife and I could place complete trust in to help us walk through an arena of life that I knew very little about — financial investing.

 

I also have known that Ron, Randy, and Melody are persons that care and are concerned for all their customers and friends. Their knowledge of the avenues for investing folks' hard earned money so that persons like me can feel confident in retirement and at ease that the best interest for their customers is their number one goal. This has always been very evident to me and my wife. Our regular meetings with Ron to go over where our monies are invested and what they are doing in gaining and not losing and in looking at future possibilities for getting even greater returns on our monies has always made us feel confident in these golden years of life!

 

It is with great joy that I give this review so that others might read it and feel confident that they can find a very caring and competent firm to help them with investing their monies thru Estate Planning Enterprises! Thank you so much to all the staff at Estate Planning Enterprises of Hendersonville Tennessee! God bless you!

Rev. Allen W.

Hendersonville

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