Our Mission is to assist our clients in making the wisest choices possible with their financial resources. Successful investing is within reach with financial strategies and teamwork. Jorge Meza ChFEBC has the risk management tools and the resources with almost 20 years of experience and designations to guide you through planning, tax migration, wealth presentation, philanthropy, and capital growth.
Your values are an important component in building your personal strategy. Jorge wants to work with you, for you, so that you may gain the financial success you desire. Competency, Integrity, Trustworthiness are words that we live by. Jorge Meza ChFEBC is an independent Investment Advisor Representative.
Your values are an important component in building your personal strategy. Jorge wants to work with you, for you, so that you may gain the financial success you desire. Competency, Integrity, Trustworthiness are words that we live by. Jorge Meza ChFEBC is an independent Investment Advisor Representative.
Services
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, HBW Partners can help you every step of the way. Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at HBW Partners aims to provide a continued education that will strengthen our working relationship.
Jorge Meza ChFEBC is an Investment Advisor Representative. He brings over 20 years of experience in the Financial Services arena. Proficient in all aspects of retirement planning, he currently focuses on clients in the federal, state, & county arenas. Jorge has extensive experience in Capital Management, 401(k)s, IRAs, 403Bs, TSPs, deferred compensation, and other retirement plans.
Consider your life goals: building a healthy marriage, raising your children well, pursuing career success, buying your dream house. Do you take a passive approach to any of these goals? Of course not. You know that these dreams do not turn into reality without purposeful, intelligent, consistent action.
Long-term care is defined as a series of medical and non-medical services offered over an extended period of time to meet your health or personal care needs. Increasingly, long-term care involves providing a level of medical care from skilled practitioners to address the often multiple chronic conditions associated with older population groups.
HBW represents a variety of different life carriers in order to meet the specific & individual needs of today's clients. Life insurance can help your heirs pay any immediate expenses, such as estate taxes, and cover future needs. Health care costs could easily erode your entire life's savings. We can help you evaluate your finances to determine if you are a good candidate for long-term care coverage.
Reviews (1)
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Nov 16, 2021
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