About Estate Planning Inc.
Our core values
Faith First. Everything we do is grounded in faith, service, and biblical principles.
Integrity Always. If it’s not the right fit, we’ll tell you. No pressure. No gimmicks.
Clients as Family. We treat your goals, questions, and concerns as if they were our own.
Excellence Every Step. We don’t believe in “good enough”—we believe in doing things right.
For over 30 years, we’ve helped thousands of families across the country protect their future through smart, personalized financial planning. From annuities to life insurance, our mission has always been the same: to deliver trustworthy solutions that bring peace of mind and lasting impact.
We know these decisions aren’t just financial—they’re deeply personal. That’s why we treat every client the way we’d want our own family treated: with care, clarity, and integrity.
At Estate Planning Inc., we represent only top rated companies. But what sets us apart isn’t just our experience—it’s our relentless commitment to doing what’s right. We work hard. We listen closely. And we don’t stop until we find a solution that fits your goals, your season of life, and your legacy.
“Give, and it will be given to you. They will pour into your lap a good measure pressed down, shaken together, and running over. For by your standard of measure it will be measured to you in return” Luke 6:38
Our Mission
We help individuals and families secure their future with products built on strength, simplicity, and stewardship. Whether you need guaranteed income for retirement or life insurance that protects the next generation, we do the legwork—so you can move forward with confidence.
Our vision
To be a trusted guide for every family we serve—providing honest advice, faith-centered values, and practical tools to help you make wise decisions for your future.
Meet Jamey, Founder of Estate Planning Inc.
“It’s been my life’s work to help families find peace of mind through sound financial planning. Whether you’re looking for guidance, clarity, or even someone to pray with you—we’re here to walk that journey alongside you.”
After more than three decades in this industry, I’ve come to believe that financial planning isn’t just about numbers—it’s about people. It's about helping families sleep better at night, knowing they’ve made wise, lasting decisions. That’s why I treat every client with the same care and honesty I’d want for my own family. Whether you're just getting started or looking for a second opinion, we are here to help.