Strategic Financial & Insurance Solutions
Major Medical Plans for California Business
Major Medical Plans for California Business
Paid, filed, free to grow
Social Security & Medicare Planning
Optimized Wealth and Retirement Planning
Optimized Wealth and Retirement Planning
Strategic Individual
& Business Owner
Tax Planning
Strategic Individual & Business Owner Tax Planning
401k, 403b, Pension, and IRA Planning
401k, 403b, Pension, and IRA Planning
Social Security & Medicare Planning
Social Security & Medicare Planning
OUR SERVICES
Services We Provide
We provide financial solutions that offer clients more control, predictability and flexibility to shape the life and legacy they’ve worked so hard to build.
Since 1985, James Hewitt Financial & Insurance has been in the small and large group business health insurance, and employee benefits industry.
Send us your information, then sit back and relax. We set up garnishments and other tax withholdings to calculate how much your people should be paid.
Planning for retirement is an important time in your life where you should be asking yourself how much money you will need to live a comfortable life.
Tax Free Retirement can only spell out one basic strategy, and that is using the IRS Tax codified advantages of an insurance product. Specifically, a life insurance product.
The good news is that there is a unique solution that, when properly designed, can help you address your biggest retirement concerns. This alternative strategy aims to help.
Medicare is our country’s health insurance program for people age 65 or older. You may also qualify if you have permanent kidney failure or receive Disability benefits.
ABOUT JHF
Towards A Better Financial Future
We provide strategic financial and insurance solutions that offer clients more control, predictability, and flexibility to shape the life and legacy they’ve worked so hard to build. By implementing the most innovative budget, and tax-smart planning strategies available, we mitigate risk, and give the client the power over their financial goals that they deserve, along with a true peace of mind.
We offer personalized financial and insurance planning for Individuals and Business Owners.
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James Hewitt Financial has been an invaluable partner for my business. His expertise in financial planning and risk management has helped me navigate some of the most challenging times in the industry. I am grateful for their personalized approach and commitment to helping me achieve my goals.
TESTIMONIALS
What Our Clients Say
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Request An Appointment