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.
Sustainable Income I can’t believe how many retirees still believe that they can make their money last in retirement by following the same conventional financial advice that may have worked…
401(k) 403(b) IOU to the IRS Is Your IRA an IOU to the IRS? Certain tax advantages can allow people with a 401(k) or 403(b) retirement savings account to create…
Tax Planning vs. Tax Preparation The Difference Between Tax Preparers and Tax Planners What’s the difference between tax preparers and tax planners? Generally speaking, tax preparers look backward, examining what…
It is our mission to help individuals and families achieve their ideal retirements.
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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.
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.
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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
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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
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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
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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
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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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