Securing your financial future and making sure you have enough money to live comfortably during your retirement is critical. At Homeland Estate and Financial Services, we excel in every aspect of financial and retirement planning. We pride ourselves on giving straightforward and honest financial advice to all of our clients, in all age groups.
What Sets Homeland Estate and Financial Services Apart
For years, we've helped both individuals and couples plan for a healthy and comfortable retirement, even when the market takes a downturn. Our mission and dedication are what sets us apart from other companies in our niche because we believe that our clients deserve the best throughout their lives.
You can trust our experience to help you navigate through all aspects of the financial planning and retirement process, and we'll work to make this as smooth as possible. Additionally, we have several exclusive services to offer to our clients.
Take Advantage of the Exclusive Services Offered by Homeland Estate Financial Services
Our professional and efficient staff cover a wide range of premium services. This ensures that we can be our clients' one-stop shop for all of their financial and retirement planning needs. Currently, we offer:
- Business Planning - Smart and careful business planning can help you prepare for the financial realities that come with running a business. We'll work with you to complete a financial plan, implement it, and monitor it to ensure that it's working for you.
- Estate Planning - When it comes time, it's essential that you have your wishes written out. This will help ensure that your heirs and charities receive what you want them to get.
- Guaranteed Income - For people who can't afford to lose a dollar of their retirement savings because they're ready to retire or they're very close, it's essential to protect your income. Our guaranteed income will protect any assets from losses and guarantee it's there throughout your life.
- How to Claim Your Social Security - Did you know that there are 567 ways to claim your social security? We'll guide you through and help you pick the best one to support you through your retirement.
- Insurance Analysis - Insurance policies are constantly changing. This can cause confusion for people as they try to decide what's best for them. Our staff will sit down with you and perform a comprehensive insurance analysis.
- IRA Exit Strategy - Are you an accredited investor? If so, we can show you how to easily move your IRA to a Roth IRA account with very few or no tax consequences.
- Life Insurance - You want to have enough life insurance so your family doesn't shoulder the costs of your final expenses. We're happy to help you through the process and we'll explain anything that confuses you.
- Seminars - Our company routinely holds seminars for the community to help people prepare, preserve and protect their assets in the face of an unstable economy. We do require you to reserve your seats in advance.
- Taxes and Deductions - You don't want to miss out on advantages you could be eligible for when it comes to your taxes because every dollar counts. If you think taxes will increase and you have a 401k or an IRA, we'll help show you a better choice.
- When to Retire - We'll let you in on the little known secrets to increase your income, minimize your taxes and pass your assets to your heirs with as little tax interference as possible so you can have a worry-free retirement.
Contact Homeland Estate and Financial Services Today!
If you're ready to plan for your financial future and you want to ensure that you can comfortably retire, contact us. Our staff is ready to set up an appointment and help you take control of your financial future today!