ACHIEVING OUR GOALS
IS ALL WE'VE EVER KNOWN.
RETIREMENT DOESN’T HAVE TO FEEL OVERWHELMING.
Most people we talk to today, have no clue about income planning and a written income plan that tells you how much money you can take out this year, or how to adjust for inflation and how much you can spend for the rest of your life so that you don’t run of money as you get older! My name is Sam Hoss, and as the Founder of Hoss Financial, I want to see you thrive in retirement by knowing that regardless of market fluctuations and all the challenges that you face, you have that peaceful feeling that you are going to be just fine. We would accomplish this by gathering all the financials and expenses so that the CFPs we partner with run the income plan and once they come up with the design, we will review what would be the best solutions for you to be totally confident and comfortable that all you had envision for your estate and retirement will be there tomorrow. Doing that takes a unique style of planning than what we’ve done before.
I know this because I have done this for the past 35 years for my clients, and I have seen the results when people listen to the advice and thrive beyond what they thought possible! We have no control over the market, but we can put strategies together that would give you the control and the outcome you want for the lifestyle you need.
I founded Hoss Financial to help people get a written plan tailored to their needs based on fiduciary standards and being able to offer the best solutions and products. As an independent financial services firm, we start every plan with the end in mind by asking the question, “What are you trying to do and how can we solve it?”
Most people want to accomplish more than just good returns; they want a good life. So, you tell me, what does success look like to you 1, 5 or 10 years from now? When you have a holistic plan, one that addresses taxation, inflation, market risk, and the rising cost of healthcare, one that can get you to older ages and still leave a legacy for whom you love! This is the benefit of having a written plan—the freedom to do more during your golden years— and this is what I want for you.
SAM HOSS
NOW IT’S TIME TO ENJOY THE FRUITS OF YOUR LABOR.
IN THE MEDIA
SIMPLE STRATEGIES TO REDUCE ESTATE AND INCOME TAXES
TESTIMONIALS
Sam Hoss has always given me sound advice. He is easy to get in touch with and demonstrates a willingness to research his recommendations. I have no hesitation in recommending him to my friends and business associates.
-Mr. Mahmood J.
-Dr. Ingrid S., D.D.S., Orthodontist
For many years I have witnessed the sound advice and exceptional service Sam extends to his clients. I take great comfort in Sam’s total focus on delivering the greatest benefit to the customer without regard to personal economic gain. Sam makes investing hassle-free and keeps me informed. I have used many advisors but Sam is the best.
We can recommend Sam Hoss without hesitation. He has been a financial advisor that we have come to trust and respect. His advice has been sound and beneficial to us. We find him to be personable and responsive to our needs. He is also very resourceful when it comes to finding the right professionals to aid in our financial planning. He is a pleasure to work with and we are grateful to have him as part of our life planning.
These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser