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El Cajon Medicare

Home Wealth Financial is now helping individuals with Medicare. Local – Trusted resource for Medicare

Life Insurance

Got Life? Home Wealth Financial Services has got life insurance for you. Buying the best life insurance policy can be at times sometimes somewhat daunting.

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Health Insurance

Ready or not, the Affordable Care Act is here! Also sometimes referred to as “Obamacare,” this overhaul of the United States health insurance program requires…

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Annuity Planning

Stocks go up 300 points one day. Next day they go down 200 points. Civil unrest in one part of the world causes oil prices to spike That causes gold…

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Legal Shield

Get help with legal advice & services from LegalShield. Pre paid legal services give you access to an attorney so you can Live More and Fear Less…

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Find out if we can help

Anyone can give you a quote for insurance… We will walk you through the steps of understanding what plan will work best for you.

Medicare Enrollment Information

Schedule a one on one meeting with John Mendoza and we will hold your hand through the process of getting everything taken care of.

I love working with Home Wealth Financial they have helped me put together a plan that will help me to retire 10 years sooner.

Bill C. El Cajon Native.

Think Outside the Bank

  • Stability
  • Taxes
  • Cash
  • Strategie
  • Structure

Annuities can offer benefits such as growth, guarantees, Tax deferral, possible avoidance of probate, and guaranteed lifetime income.

The fixed annuity is a popular way to save money for retirement without taking a lot of risks. Here’s a look at fixed annuities like the equity indexed annuity and other annuity options.

If you have an annuity,However, sometimes it is difficult to decide whether to keep your annuity or sell it. So, what will it be? Keep the annuity, or opt for a cash settlement? What should you do?

Saving for your future is everyone’s dream. A little nest egg for yourself or a little something for the children when you are gone. An annuity is a great way to save your money and watch it grow.

This article explains how the Structured Settlement Protection Act protects holders of structured settlements and prevents them from losing large percentages of their money when selling their annuity.

Small Business Owners

We can Help with your Group Policy.

The Power of Group

Getting Pricing for Group Policy we can right size your plan.

Tax Benefits

Most companies are not aware of legislation that can drastically benefit your tax liability – Get the information that you need to know.

Scale as you grow

Are you overpaying? We can review your current agreements and see if we can save you some money.

Work with a professional

We work with individuals to make the numbers work.  We do not treat you a like number and try to make the plan fit.

We got you covered with the best of breed Products and services.

We use a unique combination of products and services that work the best for you.

Helpful Information

Learn more about the benefits of working with Home Wealth Financial.

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