Homestead Mission Statement

Homestead Financial Group specializes in helping people plan for retirement. Through the use of "safe money" we provide strategies and ideas that focus on preserving principle while delivering competitive returns

Our goal is to help you avoid losses in the stock market and retire on your terms. At Homestead Financial Group, we are passionate about helping you reach your goals in a way that emphasizes safety first.

Investors are on a seemingly endless quest for a safe haven for their retirement dollars

Selecting the best investment depends on your financial goals and market conditions. Fixed annuities are low-risk investments that can help you reach those goals.

Homestead can help you find coverage that's right for you and your loved ones, including permanent life insurance with Living Benefits that you can use in your lifetime.

Our life planning videos and calculator can help you understand your options and figure out how much and what kind is right for you before getting your life insurance quote.

Estate Planning involves developing a "plan" that will accomplish the goals and objectives of an estate owner while living and at death.

Investors are on a seemingly endless quest for a safe haven for their retirement dollars

The purpose of employee benefits is to increase the economic security of staff members, and in doing so, improve worker retention across the organization.
  • Voluntary Benefits
  • Section 79
  • Simple 401k
  • Companies who offer these types of work-life perks seek to raise employee satisfaction, corporate loyalty, and worker retention by providing valuable benefits that go beyond a base salary figure

Give George a call when:
  • Pay Taxes on Social Security
  • Have to Pay Minimum Alternative Tax
  • Get Married
  • Get Divorced
  • Have a Child
  • Buy A Home
  • Start a Business
  • Go into Debt
  • Change Jobs
  • Retire or Near Retirement
  • Receive an Inheritance
  • Interest Rates Change Dramatically
  • Win the Lottery
  • Catastrophic Illness

Delayed Gratification - Can you Do It?

Maximize Your Social Benefits: 401k is now 201k