Center for Social Security & Medicare Planning

Center for Social Security & Medicare Planning We are dedicated to educating and assisting seniors who are approaching Social Security and Medicare age to make the right decisions

We offer education and assistance with decisions about Social Security and Medicare.

There's traditional retirement, semi-retirement and temporary retirement! We can help you navigate whichever path you ch...
09/01/2021

There's traditional retirement, semi-retirement and temporary retirement! We can help you navigate whichever path you choose.

We are offering a Free Consultation so call us to schedule your consultation in house - ☎️ - 919 - 679 - 4337

Homeland Estate & Financial Services an A+ BBB

Do you want to have a comfortable retirement?Come see us and we will help you plan to have enough money to last through ...
08/31/2021

Do you want to have a comfortable retirement?
Come see us and we will help you plan to have enough money to last through retirement! We're offering a free consultation.

Give us a call ☎️ 919 - 679 - 4337 Or Email us at - [email protected]

Homeland Estate & Financial Services an A+ BBB

Feeling stressed about the way the year is going and how you're taxed in Retirement? 😞We take all the stress out and set...
08/30/2021

Feeling stressed about the way the year is going and how you're taxed in Retirement? 😞

We take all the stress out and set you up with a Tax Free Retirement, so call today for your No Cost one on one consultation!

Homeland Estate & Financial Services 📱 - 919 - 679 - 4337

Did you know that 80% of Men who die are married and 80% of Women are single? Are you prepared if something life changin...
08/27/2021

Did you know that 80% of Men who die are married and 80% of Women are single? Are you prepared if something life changing happens 😲? We can help you be prepared. 🤲🏻

Call us for a free consultation :
Homeland Estate & Financial Services - ☎️ - 919-679-4337

Is Your Retirement Investment Not Where It Should Be? 😩 Give us a call today for a No Cost appointment and find out why ...
08/26/2021

Is Your Retirement Investment Not Where It Should Be? 😩 Give us a call today for a No Cost appointment and find out why and what you can do about it! 😉

Homeland Estate & Financial Services ☎️ 919 - 679 - 4337

What are the 2 biggest issues in the next 10 years as you get ready to retire? It's Volatility and Taxes!☎️ Call us!! We...
08/25/2021

What are the 2 biggest issues in the next 10 years as you get ready to retire? It's Volatility and Taxes!

☎️ Call us!! We are an A+ BBB business and we will show you how to eliminate both, Volatility and Taxes 💯% !!

Homeland Estate & Financial Services - 919 - 679 - 4337

IRA owners can make expensive mistakes when rolling over an IRA! These can be from simple mistakes to very complex ones....
08/24/2021

IRA owners can make expensive mistakes when rolling over an IRA! These can be from simple mistakes to very complex ones. 💰💰 We will give you the information you need before you make a BIG mistake!

Give us a call ☎️ 919 - 679 - 4337 Or Email us at - [email protected]

Homeland Estate & Financial Services an A+ BBB

Motivation Monday!Do you have your financial priorities in order? If not we can help you align your retirement savings s...
08/23/2021

Motivation Monday!
Do you have your financial priorities in order? If not we can help you align your retirement savings so you never have to worry about running out of money ever again! 😲

We are offering a Free Consultation either in house or you can now have a teleconference call with us on ZOOM. 🖥️

Call us to schedule your consultation - ☎️ - 919 - 679 - 4337

Homeland Estate & Financial Services an A+ BBB

Is retirement in the near future? 🤔Need to know the latest information on how you can create a secure tax free cash flow...
08/20/2021

Is retirement in the near future? 🤔
Need to know the latest information on how you can create a secure tax free cash flow? If your ready, call us for a free consultation!

Call to schedule your appointment!
Homeland Estate & Financial Services ☎️ 919 - 679 - 4337

All too often people entering retirement do not place enough emphasis on personal planning to ensure they maximize their...
08/19/2021

All too often people entering retirement do not place enough emphasis on personal planning to ensure they maximize their opportunities. We know how to maximize your retirement dollars!

We are offering a Free Consultation so call us to schedule your appointment today - ☎️ - 919 - 679 - 4337

Homeland Estate & Financial Services an A+ BBB

You don't have a crystal ball for retirement and social security so let us give you guidance on the things you can do!Sc...
08/18/2021

You don't have a crystal ball for retirement and social security so let us give you guidance on the things you can do!

Schedule a free consultation and we can guide you to a tax free secure retirement! 👏

Homeland Estate & Financial Services - ☎️ - 919 - 679 - 4337

Taxes could be going through the roof by the end of this year!! You could lose a lot of money and be overtaxed In Retire...
08/17/2021

Taxes could be going through the roof by the end of this year!! You could lose a lot of money and be overtaxed In Retirement!! How would you feel if you found out something you didn't know about how you are taxed and we could of saved you thousands of $$ in 2021?? 🤔

We are holding Free Consultations!! Give us a call for your free discussion and appointment. 📲

Homeland Estate & Financial Services - 919 - 679 - 4337

Address

1000 Prk Forty Plaza, Suite 360
Durham, NC
27713

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19196794337

Website

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