Find Financial Security in Your Life
We can help you plan for your dream retirement, starting today.
Get started in 3 easy steps:
Using the Hoss Financial plan, we’ll examine your current financial situation, and determine your retirement needs.
Receive a custom strategy designed to help you reach your unique retirement goals.
Get started on the path toward your dream retirement today!
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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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.
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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.