Enrollment Is Now Open!

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.

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

Our story

About us

Wealth management can be time consuming and costly without the right education. Here at Home Wealth Planner we educate with simple concepts and strategies. We help you find and maintain a direction of safety and security. We can help you plan for a new home, save for your child’s success or plan for retirement.Our consultations are free and include a personal profile, a personal analysis and a strategic outlay of potential and hidden wealth.I find great joy in helping those see a brighter future. I look forward to hearing from you. John Mendoza – FSS, CHRS

Our services

Annuity Planning

Annuity planning is a financial strategy that involves the use of annuities to achieve specific financial goals, particularly in retirement. An annuity is a financial product that provides a series of payments made at equal intervals. These payments can be structured to last for a specific period or for the lifetime of the annuitant.

FSS (Financial Services Specialist)

A Financial Services Specialist (FSS) is a professional who specializes in providing financial services and advice to clients or customers. The role of an FSS can vary depending on the specific industry or sector, but generally involves helping individuals or businesses manage their finances, make investment decisions, and plan for their financial future.

Health Insurance

Health insurance is a type of coverage that pays for medical and surgical expenses incurred by the insured. It provides financial protection to individuals or groups by covering the costs of medical treatments, hospital stays, and other healthcare services. In exchange for regular premium payments, the insurance policy typically covers a range of medical expenses, helping to alleviate the financial burden associated with healthcare.

Life Insurance

Life insurance is a financial contract between an individual (the policyholder) and an insurance company. In exchange for regular premium payments, the insurance company provides a lump-sum payment, known as the death benefit, to the designated beneficiaries upon the death of the insured person. The purpose of life insurance is to provide financial protection and support to the policyholder’s family or dependents in the event of their death.

Legal Sheild

LegalShield is a company that provides legal service plans, commonly known as prepaid legal services or legal insurance. The company was founded in 1972 with the aim of making legal services accessible and affordable for individuals and small businesses.

LegalShield offers a subscription-based model where members pay a monthly fee in exchange for a range of legal services.


Medicare is a federal health insurance program in the United States that primarily provides coverage for individuals aged 65 and older, although certain younger individuals with disabilities may also qualify. The program is administered by the Centers for Medicare & Medicaid Services (CMS) and is designed to help cover the costs of various healthcare services.

Get in touch


1651 E Main St #207, El Cajon, CA 92021

Contact Us

Phone : + 1 619-434-0011

Our Hours

MON-FRI 09:00 – 19:00