Welcome to JWH Financial Service Group LLC

 

At JWH Financial Service Group LLC, we are committed to securing your future and

safeguarding what matters most—your loved ones.

Our mission is to help you create a lasting legacy and shape the financial future you deserve.

With personalized, one-on-one guidance, we tailor our services to fit your unique goals and needs.

Trust us to provide the expertise and care you need for lasting financial security and peace of mind.

 

 

Services

Retirement Planning

Tailored strategies designed to help you achieve a comfortable and secure retirement. We focus on optimized savings, strategic investments, and diversified income sources utilizing insurance-based financial vehicles.

Business & Commercial Lending

Tailored lending solutions designed to empower businesses, fuel growth, and drive long-term success.

Commercial Lending

Customized financing options crafted to address the unique needs of businesses across diverse industries.

(non-real estate lending)

Insurances 

 

Indexed Universal Life (IUL)

Kai-Zen Wealth Strategy

Fixed Annuities

Whole Life Insurance

Term Life Insurance

Disability Insurance

Final Expense Coverage

Accident Insurance

Group Insurance Plans

 

Estate Planning

Trusts & Wills

Simple, Affordable

Estate Planning

You Can Rely On

 

Notary Services

Professional and Certified Notary Public in California Notary Commission #2463014

 

 

Frequently Asked Questions

What services does JWH Financial Service Group LLC. offer?

We Offer:

Retirement Planning
Comprehensive strategies for long-term financial security, utilizing insurance-based financial vehicles to optimize retirement income and protect assets.

Investment Management
Personalized investment guidance to help grow and preserve your wealth in alignment with your goals and risk tolerance.

Final Expense Planning
Affordable solutions to ensure end-of-life costs are covered and loved ones are protected.

Tax Planning (Through Insurance Vehicles)
Smart, tax-efficient strategies leveraging insurance products to help reduce tax burdens and maximize financial outcomes.

Complete & Personalized Financial Planning
Holistic financial analysis and tailored plans designed to support your short- and long-term financial well-being.

Business & Commercial Lending (Non–Real Estate)
Flexible lending solutions for businesses of all types, supporting growth, cash flow needs, and operational expansion.

Mobile Notary – Southern California (Orange County & Los Angeles County)
Professional, reliable mobile notary services for documents, loans, trusts, and personal legal paperwork.

Estate Planning
Creation of Living Trusts and Wills, fully funded upon setup for complete asset protection and peace of mind.

Life Insurance Solutions
A full suite of life and protection products, including:

  • Term Life

  • Whole Life

  • Final Expense

  • Indexed Universal Life (IUL)

  • Kai-Zen

  • Fixed Annuities

  • Disability Insurance

  • Accidental Insurance

Group Insurance (Minimum 3 Employees)
Comprehensive benefits packages for businesses, including:

  • Accident Insurance

  • Disability Insurance

  • Cancer Insurance

  • GAP Coverage

  • Whole Life

  • Term Life

How does your one-on-one service work?

With our one-on-one service, you get personalized attention and financial advice tailored just for you. We’re dedicated to guiding you every step of the way throughout the entire process.

Why should I choose JWH Financial Service Group LLC. for my financial planning needs?

We offer expert advice, personalized service, and a genuine commitment to helping you reach your financial goals. It’s all about protecting yourself and those you care about, leaving a lasting legacy, and planning the secure financial future you and your loved ones deserve.

“JWH Financial Service Group LLC. has transformed my financial outlook. Their personalized approach and expert advice have given me confidence in my financial future.”

Phil C.

Contact us

Reach out to us for personalized advice.

Phone Number:

+1 (714) 854-2769

Location:

JWH Financial Service Group LLC.
506 Spring Street Unit 13308

Los Angeles, CA. 90013

United States

About Us

At JWH Financial Service Group LLC, located in Huntington Beach, California, we're passionate about helping individuals and families achieve their financial dreams. As a dedicated financial planning firm, we pride ourselves on offering personalized, one-on-one service that puts your unique needs first. Our mission is to build lasting relationships rooted in trust, transparency, and a clear understanding of your financial goals. With a team of experienced advisors by your side, we provide expert guidance to simplify the complexities of financial planning, so you can move forward with confidence and peace of mind. Let us help you secure the future you deserve.