We are thrilled to announce Joel Broesma, President of HBW Tax Services, LLC has, in addition to his duties there, and as a Certified Financial Planner®, has exceeded $100 million in AUM in advisory assets at HBW Advisory Services! His expertise is in retirement planning with an emphasis on tax efficient strategies. Joel is absolutely brilliant and operates with a total focus on always doing the best job for every client he serves. In addition, Joel has built an amazing team of young advisors who are trained to continue to build Joel’s legacy as an outstanding leader in our company and industry.
Joel is our fourth advisor to exceed $100 million with HBW Advisory, joining Richard Jones, Rick Harbus and Tyson Kuntz in that exclusive group. Incidentally, there are several other HBW advisors on the verge of joining them in accomplishing this major milestone.
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Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.
