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 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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