Services & Fees
Tom and his HBW Team help individuals, families and businesses to take action and implement strategies that align their money choices with their core values and goals.

HBW Insurance & Financial Services, Inc.  
"Helping Build Wealth"


Life Insurance
Long-Term Care Insurance
Disability Insurance
Fixed & Indexed Annuities

HBW Advisory Services LLC


Third-Party Active Money Management
Bonds
CDs
IRAs
401(k)
403(b)
457
SEP
SIMPLE
Defined Benefit Plans
Financial Plans
Brokerage Accounts
Stocks
Mutual Fundss

Speaking


Tom speaks about aligning your money choices with what's important to you.

Minimum Group Size: 25
Location: Phoenix, AZ, Metropolitan Areas & South East Michigan (other locations available upon request)
Rates: Negotiable (Typically $15 / Attendee)

Contact Tom Wachowski to reserve your date!

Fees:
Investment product annual fees range from 0% to 2.6% of asset value. Example: $100,000 invested at 1% fee charges $1000 annually, which is billed or deducted from assets quarterly. Additional custodial fees through Trust Company of America may apply 5 bps (0.05% of assets) to 29 bps (0.29% of assets).

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Copyright © 2006 tomwachowski.com         Site by: umbrellaweb.com

Advisory Services Offered through: HBW Advisory Services LLC. 3355 Cochran Street, Suite 100, Simi Valley, CA 93063. (800)473-3856. Thomas J. Wachowski, Investment Advisor Representative. Although this agency is part of the HBW Insurance & Financial Services, Inc. marketing system, it is a separate and independent agency.  HBW Advisory Services LLC. is a separate entity from HBW Securities LLC. HBW Advisory Services LLC. does not give legal or tax advice.