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James Hewitt Financial DIRECT: +1 800 948 3135

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TESTIMONIALS

"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

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

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401K / 403B / Pension / IRA Pre Q Discovery Form

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Optimized Retirement Pre Q Discovery Form

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Personal Income:
Spouse Details:
Spouse Income:
DEBT:
ASSETS:
Savings / CD
Real Estate:
Primary Residence
Investment Property

Commercial Lending Pre Q Form

********** NOTE: Partial Interest Only loans have an initial IO period, followed, by a fully amortizing period until maturity. The initial IO period generally depends on the Rate Type. 5/6 ARM = 5 years 7/6 ARM = 7 years 10/6 ARM & 30 YR FRM = 10 years" **********