Hoss Financial

Your Partners in Financial Planning

Learn more about the types of financial strategies that can help you take control of your future and meet your short- and long-term life objectives.

Browse these videos of financial topics below to stay informed on your options for success.

What if your business could offer you tax free retirement income, life insurance and long-term care coverage without being required to offer the same benefits to all of your employees?
Please watch this 12-minute webinar below to learn more.

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Retirement Planning with
Sam Hoss

Saturday: 12p-1p

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Listen to us on 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.



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?



Annuities as an Asset Class

Times change — are stocks and bonds still enough?

With inflation rising and lower rates, more people are turning to fixed index annuities to de-risk their assets. In this free, 12-page download you’ll learn more about:

  • Why annuities may or may not be a good fit for you

  • How fixed index annuities actually work

  • How fixed index annuities balance risk

Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company.  Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier.   Annuities are not FDIC insured. 

the greatest gift


The Greatest Gift: Outline Your Wishes with an Estate Plan

Give your loved ones the greatest gift!

Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:

  • Areas your will should address (and who should write it) 

  • The two types of trusts — and how they can help reduce the chance of a family conflict 
  • A checklist to help you select the right person to carry out your wishes


Neither the firm nor its agents may give legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.


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