Welcome to Our Client Resources

At JWH Financial Service Group LLC., we are committed to providing our clients with valuable resources to help them make informed decisions about their financial future. Whether you are looking for affordable estate planning services, group insurance through Aflac, IUL, Kai-Zen, final expense insurance, whole life insurance, or term life insurance, we have the tools and information you need to navigate the complexities of financial planning. 

Business and Commercial lending -non real estate.

Our client resources also include a collection of educational articles covering a wide range of financial topics. Whether you are interested in retirement planning, investment management, tax planning, or estate planning, our articles are designed to provide valuable insights and practical tips to help you achieve your financial goals. For those who prefer to have information at their fingertips, we offer a selection of downloadable PDFs.

State Insurance Licenses

John W. Hugee: 

CA. #0K60408 (resident)

NJ. # 1617013

MT. # 300630648

NV. # 3844768

NM. #17779440

NC. # 17779440

SC. #17779440

TN. #3002485160

Consultation

While our client resources provide valuable information, we understand that every individual or business has unique financial needs. That's why we encourage you to contact us for personalised advice and to schedule a consultation. Experience the difference in our financial planning services and let our team of professionals help you secure your financial future.


Educational Articles

Access a wide variety of educational articles covering topics such as retirement planning, investment management, tax planning, estate planning, and more. Stay informed and make confident decisions about your financial future.

 

JWH TAX protection 2024.pdf

JWH Annuity 2024.jpg

JWH trust flyer 2024.docx

JWH Budget Worksheet.docx

JWH Budget worksheet page 2.docx

 

Downloadable PDFs

Download our selection of PDFs covering estate planning, group insurance options, IUL, Kai-Zen, final expense insurance, whole life insurance, and term life insurance. Carry valuable financial information wherever you go.

 

 

JWH financial security.png

JWH Annuity 2024.jpg

JWH Retirement Plan.docx 

JWH estate planning flyer 2024.docx

 

Subscribe to Our Newsletter

Stay up to date with the latest financial tips and industry insights by subscribing to our newsletter. Receive valuable resources, expert advice, and exclusive offers directly to your inbox.

info@jwhfinancialservicegroupllc.com

Get in Touch


FAQs

What types of client resources are available?

We offer affordable estate planning services, group insurance options through Aflac, IUL, Kai-Zen, as well as final expense, whole life, and term life insurances.

How can I access the client resources?

You can access educational articles and downloadable PDFs on various financial planning topics right here!

JWH Annuitys 2024.jpg

JWH retirement flyer 2024.jpg

JWH TAX protection 2024.pdfJWH financial security.png

Can I schedule a consultation for personalised advice?

Absolutely! We encourage you to get in touch with us to experience our one-on-one service and expert financial advice.

jwh.financialgroup@outlook.com

John Hugee +1(714) 854-2769

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