Welcome to Our Client Resources
At JWH Financial Service Group LLC., we are dedicated to empowering our clients with the knowledge and resources they need to confidently plan for their financial future. Whether you're exploring affordable estate planning options, seeking group insurance through Aflac, or considering solutions like IUL, Kai-Zen, final expense insurance, whole life insurance, or term life insurance, our expert team is here to guide you every step of the way. We simplify the complexities of financial planning, so you can focus on securing what matters most.
We also provide tailored Business and Commercial Lending solutions (non-real estate) to support your unique goals.
Explore our comprehensive collection of educational resources, designed to guide you through a variety of financial topics. From retirement planning and investment strategies to tax and estate planning, our expertly crafted articles deliver actionable insights and practical advice to help you reach your financial goals. Prefer on-the-go access? Browse our selection of downloadable PDFs for convenient, anytime learning.
State Insurance Licenses
John W. Hugee:
CA #0K60408 (resident)
NJ #1617013
MT #300630648
NV #3844768
NM #17779440
NC #17779440
SC #17779440
TN #3002485160
AL #3003568482
CT #17779440
FL #G227599
MI #1368263
Consultation
Our client resources offer valuable insights, but we know that every individual and business has unique financial needs. That’s why we invite you to reach out for personalized guidance and schedule a consultation. Discover how our expert financial planning services can make a difference and let our dedicated team help you build a secure 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 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 estate planning flyer 2024.docx
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