State Insurance Licenses

John W. Hugee: 

CA. #0K60408 (resident)

NJ. # 1617013

MT. # 300630648

NV. # 3844768

NM. #17779440

NC. # 17779440

SC. #17779440

TN. #3002485160

 

Retirement Planning

Our Retirement Planning service is designed to help you navigate the complexities of preparing for retirement. We assess your current financial situation, set realistic goals, and develop a personalized plan to ensure you can enjoy a comfortable and secure retirement. This includes evaluating your savings, investments, and potential income sources, as well as advising on social security benefits and healthcare costs. Our one-on-one approach ensures that your retirement plan is tailored to your specific needs and circumstances.

Retirement Planning at JWH Financial Service Group LLC. is about more than just numbers. We take the time to understand your unique goals and circumstances, ensuring that your plan is tailored specifically to you. Our expertise in navigating the complexities of retirement ensures that you can look forward to a secure and comfortable future.

  • Personalized retirement strategies
  • Expert advice on social security
  • Focus on financial security

Investment Management

at JWH Financial Service Group LLC. involves creating a customized investment strategy that aligns with your financial goals and risk tolerance. We provide ongoing portfolio management, monitoring market trends, and making adjustments as needed to optimize your returns. Our expertise in diverse asset classes, from stocks and bonds to real estate and alternative investments, allows us to build a balanced and resilient portfolio. Trust us to manage your investments with diligence and transparency, ensuring your financial growth and security.

With our Investment Management service, you gain the peace of mind that comes with knowing your portfolio is in expert hands. We constantly monitor market trends and adjust your strategy as needed, ensuring that your investments are optimized for growth. Our transparency and dedication to your financial success set us apart.

  • Customized investment strategies
  • Ongoing portfolio management
  • Expertise in diverse asset classes

Tax Planning

Tax Planning means proactive and personalized advice tailored to your unique financial situation. We stay up-to-date with the latest tax laws and regulations, ensuring that you benefit from the most efficient strategies. Our comprehensive approach allows you to maximize savings and minimize liabilities.

  • Minimize tax liabilities
  • Comprehensive tax strategies
  • Proactive and up-to-date advice

“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.