There is No Better Time to Plan for
What We Do
Homeland Estate and Financial Services is a family business based in Durham, NC. We are a service organization that uses education, common sense, and respect to help our clients.
Financial Planning can be confusing.
If you have any questions about what you read and hear, are overwhelmed with the technical jargon surrounding finances, and wonder who you can trust, talk to us.
We will use common sense terms to explain how you can keep the government from taking your money, have your money grow without the risk of loss, and lower your fair share of taxes.
And we can show you how to have enough money to last the rest of your life.
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.
Why Work With Us
Our clients are interested in results, which they rarely define as beating market benchmarks. The associates in our Durham office follow a 5-step planning process to discover all of your objectives and concerns.
We look at each client as a unique opportunity to customize a plan that is suited to their individual situation, assets and concerns. This is not a one-size-fits-all approach. You are as unique as your finger prints and we treat you as such.