Find Financial Security in Your Life

We can help you plan for your dream retirement, starting today.

Get started in 3 easy steps:

1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. evaluate

Using the Hoss Financial plan, we’ll examine your current financial situation, and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Get started on the path toward your dream retirement today!

Retirement Planning with Sam Hoss

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Catch Us On The Air

Saturday: 12pm-1pm and Sunday: 7am-8am on 1590 KVTA

Tune In To Our Soundcloud

These podcasts are intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...

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Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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Sam Hoss
President

Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

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READ OUR BOOK

Simple Strategies to Reduce Estate and Income Taxes

Plus Wealth Management & Income Planning for Retirement

Is Your 401(k)/403(b) account an IOU to the IRS?

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.

Sam is a very smart and nice person. I highly recommend him. He knows his business very well and tries to satisfy what his clients are looking for.

Dr. Ingrid S., D.D.S., Orthodontist

Sam Hoss has dealt with all of my life insurance needs over the years. He has been thorough and helpful in explaining all of the different types of insurance and investments. Working with him is a joy.

Mr. Mark B., Television Producer

Sam works diligently on behalf of his clients. He listens, provides his advice and recommendations, and carries out the client’s decision promptly. He is knowledgeable and responsive.

Mr. Alan W., Attorney at Law

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.

Dr. Iraj R., OB/GYN

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.

Mr. Mark G., Attorney

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.

“The highest context of human existence is to remember God, honesty and choose empathy in order to create value for others! I create this value by helping lower income, estate and capital gains taxes, consistently strive to get a better return on investments for my clients, and ultimately initiate comprehensive financial plans to help protect all my client's assets."

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Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 747.220.6750