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Personalized Financial Consultants
  • Optimized Wealth & Retirement Planning for Individuals and Business Owners
  • Strategic Individual & Business Owner Tax Planning
  • 401k, 403b, & Pension Planning for the Private and Public Sectors
  • Strategic Individual & Business Owner Tax Planning
  • Social Security & Medicare Planning
  • Major Medical Plans for California Business
  • California Residential & Business Lending
Get Started
Optimized Wealth & Retirement Planning for Individuals and Business Owners
Get Started
Strategic Individual & Business Owner Tax Planning
Get Started
401k, 403b, & Pension Planning for the Private and Public Sectors
Get Started
Social Security & Medicare Planning
Get Started
Major Medical Plans for California Business
Get Started
California Residential & Business Lending
Get Started
Personalized Financial Consultants
  • Optimized Wealth & Retirement Planning for Individuals and Business Owners
  • Strategic Individual & Business Owner Tax Planning
  • 401k, 403b, & Pension Planning for the Private and Public Sectors
  • Strategic Individual & Business Owner Tax Planning
  • Social Security & Medicare Planning
  • Major Medical Plans for California Business
  • California Residential & Business Lending
Get Started
Optimized Wealth & Retirement Planning for Individuals and Business Owners
Get Started
Strategic Individual & Business Owner Tax Planning
Get Started
401k, 403b, & Pension Planning for the Private and Public Sectors
Get Started
Social Security & Medicare Planning
Get Started
Major Medical Plans for California Business
Get Started
California Residential & Business Lending
Get Started
Personalized Financial Consultants
  • Optimized Wealth & Retirement Planning for Individuals and Business Owners
  • Strategic Individual & Business Owner Tax Planning
  • 401k, 403b, & Pension Planning for the Private and Public Sectors
  • Strategic Individual & Business Owner Tax Planning
  • Social Security & Medicare Planning
  • Major Medical Plans for California Business
  • California Residential & Business Lending
Get Started
Optimized Wealth & Retirement Planning for Individuals and Business Owners
Get Started
Strategic Individual & Business Owner Tax Planning
Get Started
401k, 403b, & Pension Planning for the Private and Public Sectors
Get Started
Social Security & Medicare Planning
Get Started
Major Medical Plans for California Business
Get Started
California Residential & Business Lending
Get Started

Strategic Financial & Insurance Solutions

Personalized Financial Consultants
Request An Appointment
Optimized Wealth & Retirement Planning for Individuals and Business Owners
Request An Appointment
Strategic Individual & Business Owner Tax Planning
Request An Appointment
401k, 403b, & Pension Planning for the Private and Public Sectors
Request An Appointment
Social Security & Medicare Planning
Request An Appointment
Major Medical Plans for California Business
Request An Appointment
California Residential & Business Lending
Request An Appointment
Personalized Financial Consultants
Request An Appointment
Optimized Wealth & Retirement Planning for Individuals and Business Owners
Request An Appointment
Strategic Individual & Business Owner Tax Planning
Request An Appointment
401k, 403b, & Pension Planning for the Private and Public Sectors
Request An Appointment
Social Security & Medicare Planning
Request An Appointment
Major Medical Plans for California Business
Request An Appointment
California Residential & Business Lending
Request An Appointment
Personalized Financial Consultants
Request An Appointment
Optimized Wealth & Retirement Planning for Individuals and Business Owners
Request An Appointment
Strategic Individual & Business Owner Tax Planning
Request An Appointment
401k, 403b, & Pension Planning for the Private and Public Sectors
Request An Appointment
Social Security & Medicare Planning
Request An Appointment
Major Medical Plans for California Business
Request An Appointment
California Residential & Business Lending
Request An Appointment

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.

Major Medical Plans for California Business

Since 1985, James Hewitt Financial & Insurance has been in the small and large group business health insurance, and employee benefits industry.
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Payroll
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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.
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Optimized Wealth and Retirement Planning

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.
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Strategic Individual & Business Owner Tax Planning

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.
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401k, 403b, Pension, and IRA Planning

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.
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Social Security & Medicare Planning

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.

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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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"I cannot thank the team at James Hewitt Financial enough for their help in planning for my retirement. They took the time to understand my goals and developed a comprehensive plan that gave me confidence in my future. Their personalized approach and attention to detail made all the difference, and I would recommend them to anyone looking for a reliable and trustworthy financial advisor."
Kevin CastroCEO
"I have been a client of James Hewitt Financial for several years now, and I can say with confidence that they are the best in the business. Their team is knowledgeable, friendly, and always goes above and beyond to help me make informed financial decisions. I highly recommend them to anyone looking for financial and insurance solutions."
Sandra RobertsSenior Business Consultant
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.
Daniel Adams
Daniel Adams
"I was initially hesitant to work with a financial advisor, but Strategic Financial & Insurance Solutions quickly put my worries to rest. Their team took the time to understand my unique financial situation and goals, and developed a comprehensive plan to help me achieve them. Thanks to their guidance, I feel more confident in my financial future."
Riz WayneSenior Marketing Manager
"I have worked with several financial advisors over the years, but none compare to James Hewitt Financial. Their team is incredibly knowledgeable and has helped me make informed decisions that have had a significant impact on my financial future. I am grateful for their ongoing support and would recommend them to anyone looking for a trusted advisor.
Jason RichardsCEO
"I cannot thank the team at James Hewitt Financial enough for their help in planning for my retirement. They took the time to understand my goals and developed a comprehensive plan that gave me confidence in my future. Their personalized approach and attention to detail made all the difference, and I would recommend them to anyone looking for a reliable and trustworthy financial advisor."
Kevin CastroCEO
"I have been a client of James Hewitt Financial for several years now, and I can say with confidence that they are the best in the business. Their team is knowledgeable, friendly, and always goes above and beyond to help me make informed financial decisions. I highly recommend them to anyone looking for financial and insurance solutions."
Sandra RobertsSenior Business Consultant

TESTIMONIALS

What Our Clients Say

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Are you looking for a professional financial & insurance advisor

that LISTENS, and provides conservatively sensible goal oriented solutions?

DIRECT: +1 800 948 3135

EMAIL: jameshewittfinancial@gmail.com

Strategic Financial & Insurance Solutions

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