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THE COMPANY
WFE Financial Services, www.WealthFromEquity.com, is an
independent insurance, mortgage and home equity based financial
strategy firm, consisting of Financial Strategists and Mortgage
Planners specializing in Home Equity Planning services and proper
implementation of the Missed Fortune Concept. We offer Home Equity
Management Education, Mortgage Planning and Asset Optimization
along with Insurance services that can enhance and dramatically
improve an individual's retirement and wealth building plans.
Mortgage Services are offered through independent affiliation with
numerous mortgage partners and affiliates. Financial products such
as Equity Index Universal Life Insurance and annuity products are
offered through independent affiliation with LifePro Insurance Services
giving us access to top notch insurance companies such as Aviva
(formerly known as Amerus/Indianapolis Life),Old Mutual Financial
Life Insurance Co., AIG, ING, Allianz, Lincoln and many more.
WFE is a local independent company that specializes in
implementation of Doug Andrew's Missed Fortune concepts(Missed
Fortune, Missed Fortune 101, Last Chance Millionaire and upcoming
book - Millionaire By Thirty) along with concepts from other notable
financial advisors such as Ric Edelman (Edelman Financial, author of
New Rules of Money), who's been featured on Oprah numerous
times. Although WFE founder and president, Henry Jose, is the lead
financial advisor in the company, WFE is also supported by LifePro's
Home Equity Planning division and Doug Andrew's Missed Fortune
Financial Strategy TEAM. That means the financial design of
strategies are based on not just Henry's knowledge, but backed by
Doug Andrew's team of experienced financial advisors. These are the
same advisors that assist Doug Andrew's own clientele, including a
handful of multi-billionaires. WFE's Home Equity Planners and
advisors also work with other teams of professionals that offer
specialization in areas such as Credit Management and Improvement,
Estate Planning Services, Tax Accounting, and other financial
services. Our goal is to be able to provide the best strategies that give
our clients the best results while keeping it simple enough that the
client can stay "in the driver's seat" of his retirement and wealth
building plan.
Using a team concept, it allows us to better serve you, our clients, by
having teams of professionals that can assist you in developing a
successful wealth and retirement plan.
The Advisors
Henry G. Jose has been in the financial industry since
1990, helping people achieve the American Dream of home
ownership and wealth creation. He's helped numerous
people learn, understand and implement Asset Optimization
Strategies that, unfortunately, is not widely known even by
most traditional financial professionals. Through the
strategies of asset optimization and proper equity
management based on Missed Fortune 101 and Infinite
Banking principles, he's been able to find a way to help
EVERYONE, not just the affluent, create TRUE WEALTH and
Financial Legacy for their families.
"Seeing people's eyes light up because we've been able to
give them hope to achieve their dream or even just give them
new hope that they can retire comfortably when they thought
that they were too late, ...this is the greatest feeling. We do
these through education and proper implementation of
strategies. That's why I'm passionate about continually
educating myself and looking for concepts that impact our
client's lives, not only financially but in all areas of their
lives." - Henry G. Jose'
WFE Financial Services, www.WealthFromEquity.com, is an
independent insurance, mortgage and home equity based financial
strategy firm, consisting of Financial Strategists and Mortgage
Planners specializing in Home Equity Planning services and proper
implementation of the Missed Fortune Concept. We offer Home Equity
Management Education, Mortgage Planning and Asset Optimization
along with Insurance services that can enhance and dramatically
improve an individual's retirement and wealth building plans.
Mortgage Services are offered through independent affiliation with
numerous mortgage partners and affiliates. Financial products such
as Equity Index Universal Life Insurance and annuity products are
offered through independent affiliation with LifePro Insurance Services
giving us access to top notch insurance companies such as Aviva
(formerly known as Amerus/Indianapolis Life),Old Mutual Financial
Life Insurance Co., AIG, ING, Allianz, Lincoln and many more.
WFE is a local independent company that specializes in
implementation of Doug Andrew's Missed Fortune concepts(Missed
Fortune, Missed Fortune 101, Last Chance Millionaire and upcoming
book - Millionaire By Thirty) along with concepts from other notable
financial advisors such as Ric Edelman (Edelman Financial, author of
New Rules of Money), who's been featured on Oprah numerous
times. Although WFE founder and president, Henry Jose, is the lead
financial advisor in the company, WFE is also supported by LifePro's
Home Equity Planning division and Doug Andrew's Missed Fortune
Financial Strategy TEAM. That means the financial design of
strategies are based on not just Henry's knowledge, but backed by
Doug Andrew's team of experienced financial advisors. These are the
same advisors that assist Doug Andrew's own clientele, including a
handful of multi-billionaires. WFE's Home Equity Planners and
advisors also work with other teams of professionals that offer
specialization in areas such as Credit Management and Improvement,
Estate Planning Services, Tax Accounting, and other financial
services. Our goal is to be able to provide the best strategies that give
our clients the best results while keeping it simple enough that the
client can stay "in the driver's seat" of his retirement and wealth
building plan.
Using a team concept, it allows us to better serve you, our clients, by
having teams of professionals that can assist you in developing a
successful wealth and retirement plan.
The Advisors
Henry G. Jose has been in the financial industry since
1990, helping people achieve the American Dream of home
ownership and wealth creation. He's helped numerous
people learn, understand and implement Asset Optimization
Strategies that, unfortunately, is not widely known even by
most traditional financial professionals. Through the
strategies of asset optimization and proper equity
management based on Missed Fortune 101 and Infinite
Banking principles, he's been able to find a way to help
EVERYONE, not just the affluent, create TRUE WEALTH and
Financial Legacy for their families.
"Seeing people's eyes light up because we've been able to
give them hope to achieve their dream or even just give them
new hope that they can retire comfortably when they thought
that they were too late, ...this is the greatest feeling. We do
these through education and proper implementation of
strategies. That's why I'm passionate about continually
educating myself and looking for concepts that impact our
client's lives, not only financially but in all areas of their
lives." - Henry G. Jose'
| Contact us: (425) 442-0395 or email us at info@WealthFromEquity.com |
| About Us |
Who We Are and What We Can Do For You
Henry G. Jose
President and Founder (click
on name for more details)
President and Founder (click
on name for more details)
MISSION STATEMENT
Our mission is to assist families in
identifying their stewardship
responsibility to a sound financial
future by creating systems,
strategies, and structure for family
and financial empowerment with
ongoing accountability to enrich
quality of life without giving up choice
and control. Assisting families create
financial and true wealth legacy for
generations to come.
Our mission is to assist families in
identifying their stewardship
responsibility to a sound financial
future by creating systems,
strategies, and structure for family
and financial empowerment with
ongoing accountability to enrich
quality of life without giving up choice
and control. Assisting families create
financial and true wealth legacy for
generations to come.
Lawrence Garrett, Jr.
Financial Strategist
(Click name for more details)
Financial Strategist
(Click name for more details)
Lawrence Garrett has an insurance background that
spans over five years, primarily in the legal service
industry. He is also a certified TEAM member and Missed
Fortune Associate with Doug Andrew's Equity Management
Advisors network. Lawrence was added to WFE Financial
team in March 2006.
spans over five years, primarily in the legal service
industry. He is also a certified TEAM member and Missed
Fortune Associate with Doug Andrew's Equity Management
Advisors network. Lawrence was added to WFE Financial
team in March 2006.
| WFE Financial Services | 15621 NE 106th Way, Redmond, WA 98052 Copyright © 2007 WFE Financial Services. All Rights Reserved. |
Brian Tabinga
Financial Strategist
(click name for more details)
Financial Strategist
(click name for more details)
A graduate of the US Naval Academy, Brian Tabinga
has spent his entire career serving his country and
fellow citizens. As he turns a new page in his life, he
transfers those qualities he has fostered and thus,
continues to serve his fellow citizens, guiding them to a
future filled with clarity, focus, and balance.
Brian has a B.S. in Economics and has been personally
trained and mentored in equity management strategies
by Henry Jose.
“Helping others is what motivates me. Service to country
and fellow citizens is a joy immeasurable. When I was
an Officer Recruiter, I assisted leaders in fulfilling their
dream of becoming Officers in the US Navy... Now, I am
energized by the chance to help ALL people realize ALL
their dreams.” –Brian Tabinga
has spent his entire career serving his country and
fellow citizens. As he turns a new page in his life, he
transfers those qualities he has fostered and thus,
continues to serve his fellow citizens, guiding them to a
future filled with clarity, focus, and balance.
Brian has a B.S. in Economics and has been personally
trained and mentored in equity management strategies
by Henry Jose.
“Helping others is what motivates me. Service to country
and fellow citizens is a joy immeasurable. When I was
an Officer Recruiter, I assisted leaders in fulfilling their
dream of becoming Officers in the US Navy... Now, I am
energized by the chance to help ALL people realize ALL
their dreams.” –Brian Tabinga
Mr. Hartung is the founder of the Asset Optimization
Group and is a trained financial strategist. Dan is a
graduate of the Missed Fortune T.E.A.M. training program
and a member of the elite Missed Fortune Associates -
MFA. He has been personally trained by best-selling
author Douglas Andrew and adheres to the Missed
Fortune strategies that Mr. Andrew has used for over 30
years with his clients. By implementing The Missed
Fortune concepts with his clients Dan has helped many of
them accomplish a plan for retirement by utilizing the
asset optimization strategies taught in the Missed Fortune
book series.
Dan Hartung - Strategic Partner
Asset Optimization Group
(click name for more details)
Asset Optimization Group
(click name for more details)
Howard Holl - Strategic Partner
Farmers Insurance Co.
Insurance Specialist
(click name for more details)
Farmers Insurance Co.
Insurance Specialist
(click name for more details)
Howard Holl and his Farmers Insurance Agency has been a
Strategic Partner with WFE since May of 2007. His specialty in
Property, Casualty and Commercial Insurance along with
Variable, Fixed, Term Life Insurance products and services has
been an improtant part of WFE's commitment to serving the
client with all their needs. Howard has been instrumental in
helping WFE along with his agency, establish community
involvement through governmental, community and private
organization impacting the needs of the community's residence..
Strategic Partner with WFE since May of 2007. His specialty in
Property, Casualty and Commercial Insurance along with
Variable, Fixed, Term Life Insurance products and services has
been an improtant part of WFE's commitment to serving the
client with all their needs. Howard has been instrumental in
helping WFE along with his agency, establish community
involvement through governmental, community and private
organization impacting the needs of the community's residence..