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Who Do We Serve?
We have clients that have trusted us from many walks of life. Here is a look at the typical clients we have served in the past or currently working with:
  • Professionals like Teachers, Physicians, Nurses, Engineers, Attorneys, Real Estate professionals, as well as professionals in Entertainment industry.

  • Business Owners that need Tax reduction & structure for their Estate & Retirement Plans, as well as other group benefits for their employees.

  • Retirees and pre-retirees (within 5-10 years) most of our pre-retirees & retirees consider themselves to be conservative to moderate investors. That means they are interested in protecting their assets & happy with moderate return to avoid the extra risk.

  • Women that need help going through divorce or widow that need help organizing all of their financials.

  • Special needs planning for parents with special needs children (Autism, Epilepsy)

  • Federal and State employees. 

  • High net worth citizens and non-resident Aliens with estate planning needs

Employees of Local Companies we have served:

Amgen
Disney
Northrop Grumman
Baxter
Blue Shield of Ca
Anthem
Harbor Fright Tools
Universal Studios
Los Robles Hospital
UCLA Hospital
Community Memorial Hospital
St John Hospital
Simi Valley Hospital
Health Net
Kaiser Permanente
Warner Studios
                                                                  
If You fit one of the categories above and you have a question on your pension or 401k plans ( asset allocation questions or you may have an old 401k or 403b plan that you like to review your IRA/Roth IRA roll over options and pro's & con's of each  ) , please send your questions and we will be delighted to respond within 24 hours
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To Schedule an Appointment, click here.

©2017 Hoss Financial™ All Rights Reserved.

Insurance and Tax services offered through Hoss Retirement & Insurance Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Insurance services offered through Hoss Retirement & Insurance Services, Inc. which is not affiliated with Woodbury Financial Services, Inc. Woodbury Financial Services Inc. does not offer tax or legal advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, NV, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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