OUR MISSION 

To help seniors preserve, protect, and grow their assets.

 OUR VISION

To have all of our clients enjoy security and financial peace of mind throughout their retirement years, and to safely increase the income and net worth of our clients while eliminating and/or minimizing taxes and risk.

OUR PROMISE

To honor and respect our clients needs and wishes, to dedicate ourselves in the design of a plan consistent with their goals, to assist them in implementing their plan, and finally to continue providing personalized service in monitoring and helping them to revise their plan as needed.

Hank Parrott, The Senior Financial Coach(TM), has been in the estate and financial services industry since 1990.  He serves hundreds of clients in Alabama, Georgia, Kentucky, and Tennessee. 

His company, Estate & Financial Strategies, Inc., focuses on estate planning for estates of all sizes.  Hank's objective is to help clients protect, preserve, and safely grow their estates while avoiding and/or reducing income taxes, estate taxes, capital gains taxes, and probate.  Hank also uses proven strategies guaranteed to increase spendable income, as well as helping seniors avoid Medicaid spend-down of their assets when nursing home care is needed.

Estate & Financial Strategies, Inc. has a primary objective to develope strategies for asset protection for clients, as well as provide to you our knowledge in the field of investment planning enabling you to make sound and informed decisions regarding your assets.  A complete personalized review will be conducted of your estate and recommendations will be made of ways to potentially increase you assets, income distribution, and guarantee principal.  All of this while providing the highest possible returns through products such as Annuities, Mutual Funds, Long-Term Care, Life Insurance products, etc. 

More Questions?  Contact Us!