Homeland Estate and Financial Services

Experience You Can Trust

Learn about us
We Work With Individuals And Families To Secure Their Retirement

You have worked hard to save and grow your retirement assets and the closer you get to retirement the more important those assets become to securing the retirement you have dreamed and worked so hard for.

Can you afford to lose any of those dollars either before or during your retirement? A loss of 20, 30 or 50% could mean the difference between a comfortable retirement and one where you struggle to make ends meet.

We have already seen two large downturns like this over the past 16 years and we anticipate another just around the corner.

What if you could guarantee your retirement income, have it grow and never lose it when the market declines?

Homeland Estate and Financial Services financial services
What we offer
Learn more about our financial services

  • How To Claim

    There are over 567 ways you can plan to take your Social Security. Do you know which one is right for you? We can help you navigate this important area of your retirement income.

  • When To Retire

    If you are concerned about protecting and preserving you hard earned assets, let us show you some of the little known secrets used to save taxes, increase income and pass assets on to your heirs with little or no tax consequence.

  • Taxes And Deductions

    There is no reason you should leave anything more than the minimum the law requires to Uncle Sam. We believe that IRAs and 401ks are the wrong approach to saving for retirement, especially if you think taxes are going up in the future.

  • Life Insurance

    There have been many changes to life insurance over the years and many people are confused about what type of policy is best for them. We are always happy to provide a complete review of your current insurance programs and can educate you on what plans may be the most advantageous for you.

  • Insurance Analysis

    There have been many changes to life insurance over the years and many people are confused about what type of policy is best for them. We are always happy to provide a complete review of your current insurance programs and can educate you on what plans may be the most advantageous for you.

  • Business Planning

    The best way to prepare for our financial realities is to complete a comprehensive financial plan, implement that plan and then monitor it on a regular basis.

  • Seminars

    We hold seminars on a regular basis to educate our communities on ways to Preserve, Protect and Prepare for the economic and financial realities of our times. Check out our Schedule and contact us to reserve your Seats.

  • Estate Planning

    Protect and pass your estate on to your heirs and charities using the most effective tools available.

  • Guaranteed Income

    If you are at or near retirement you cannot afford to lose a dollar of retirement savings and you will need your income to last your entire life. Guaranteed income products can protect your assets from market losses and guarantee you an income you cannot outlive.

  • IRA Exit Strategy

    If you are an accredited investor we can show you a way to move your IRA into a ROTH IRA with little or no tax consequence. Ask us for the details.

What Is Estate Planning & Charitable Giving

Don’t get caught without having your affairs in order.

A Will is not an Estate Plan!

It is a wish list that can be changed by the judge when your estate goes through Probate.

If you want your estate protected

If you want your affairs to be private

If you want to avoid Probate

If you want peace of mind

You need an Estate Plan

We have the answers you are looking for.

An Estate Plan does not need to be complicated or costly.

We currently service over 450 Living Trusts in NC, SC & VA.

Let us show you how you too can be protected.

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Browse our website and contact us with any questions about what you’ve heard on the television, the internet or in the paper. We can help.