Stephen A. Stack
Stephen A. Stack is a Best-Selling Author and founder of Homeland Estate and Financial Services. His experience and qualifications have established him as one of America’s leading financial professionals.
Stephen is licensed to practice financial services in North Carolina and other states. He is a Chartered Life Underwriter, a Chartered Financial Consultant, a Certified Senior AdvisorTM, a Charitable Advisor, a Registered Financial ConsultantTM, a Certified Estate PlannerTM and a Master Certified Estate PlannerTM. He now focuses on and is devoted to Estate Planning, Retirement Planning and the preservation of wealth.
He works with his clients to obtain the maximum income with the minimal taxes that afford his clients a desired life style. He has worked in this arena for over 32 years. He has taught many classes and has spoken in seminars on Estate Planning, Retirement Planning, Annuities, Revocable Living Trusts, Long Term Care and Wealth Accumulation.
Growing up on a farm taught Stephen the dedication, hard work, and attention to detail one needs to have success in life. He applied those same skills as he transitioned from farming to finance after finding his passion for helping others reach their financial goals. Stephen graduated from American College with a CLU and ChFC designation, and from Strayer University with a Bachelors in Business Administration. He has also garnered the designation of CEPTM and MCEPTM from the National Institute of Certified Estate Planners, and has his Masters of Science in Financial Services, MSFS, from The Institute of Business and Finance.