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Who We Are

Wealth management, estate and retirement planning firm.

What We Do

Help reduce taxes, also preserve clients assets and family.

Where We Are

30700 Russell Ranch Rd. #250
Westlake Village, CA 91361

"What you spend building, someone may destroy over night.
Build anyway! 
If you find serenity and happiness, they may be jealous.
Be happy anyway! 
The good you do today, people will often forget tomorrow.
Do good anyway!
Give the world the BEST you have, and that may just never be enough.
Give your best anyway! 
You see in the final analysis it is all between you and God.
It was never between you and them anyway!
"


- Mother Teresa
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Conservative Advisors*

By understanding your goals and your risk tolerance, we will design a financial plan to put the right amount of funds in conservative investments such as fixed income portfolios or fixed hybrid annuities*, to help you achieve your income needs. We can also allocate a portion of your assets in professional money management advisory accounts to potentially grow your assets and to keep up with inflation. By designing the appropriate financial plan and paying attention to details, we can help preserve what’s important to you, your family & your assets.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.


*Fixed Annuities are products of the insurance industry and are designed for long-term retirement investing. Annuity guarantees are subject to the claims-paying ability of the insurance company. Surrender charges may apply if money is withdrawn before the end of the contract. All withdrawals of tax-deferred earnings are subject to current income tax, and, if made prior to age 59½, may also be subject to a 10% federal income tax penalty. Annuities generally contain fees and charges which include, but are not limited to, sales and surrender charges. Additionally, if purchased within a qualified plan, an annuity will provide no further tax deferral features. The contract, when redeemed, may be worth more or less than the total amount invested.

*The principal of a fixed annuity is guaranteed based upon the claims paying ability of the insurance company.

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©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.
 


Check the background of this financial professional on FINRA's BrokerCheck.