WORRIED ABOUT PAYING TOO MUCH INCOME TAX?
We provide personalized Tax Reduction Strategies, Investment
Management, and extraordinary Financial and Estate Planning, with
the goal of helping you move toward a Tax-Free Retirement!
Do You Need A Tax Reduction Strategy?
Tax strategies you may not have considered
Creating Clarity…
You stayed on top of investment opportunities, which is why you have achieved financial success. We want to help you keep improving your financial strategy through the next phase of your life.
Our world is uncertain, and the path forward is not always very clear. So it is no wonder you feel nervous and unsettled about your financial future, the future of Arizona, of our country, and even of the world.
We understand the fear and uncertainty that many people feel when it comes to asset management, which is why we create a Foundational Financial Plan™ for each of our clients. It creates a clear financial path, a map and compass, for you to begin moving forward, building confidence and stability in your financial future.
What you can expect to receive with a Foundational Financial Plan™
- Tax Reduction Strategies that are customized to your specific situation.
- Digital web-based, leading-edge financial planning software used to create your retirement income plan which is updated every year.
- Your own customized tax plan every year to determine how much of your IRA you should convert to a Roth IRA.
- Professional advisors with Tax and Financial credentials, experience, and competence provide you with a higher-level of advice.
- Personalized investment plans to create stable retirement income in the near-term, and enhanced growth opportunities in the long-term, using “active asset allocation.”
- Active dodge the “pot-holes” investment management using “asset-avoidance” and “asset-allocation portfolios.”
- Fee-based portfolios align our interests with yours. When your account grows, we get a pay raise, when you lose money, we take a pay cut.
- Independent objective fee-based client-centric advice.
Our 3 – Step Process to Your Confident Retirement
Discover & Design
Implement & Invest
Monitor & Manage
We meet with you and take the time to Discover your hopes, dreams, fears, and goals. We then use that information to Design and create a customized comprehensive Foundational Financial Plan™ that will help plan for your lifetime retirement income, tax planning and tax reduction strategies, Estate Planning Beneficiary, and Legacy wishes, Social Security claiming strategies, Insurance and Long-Term Care strategies, and Risk and Investment management to plan for and provide, secure stable income and maximized growth of your investment portfolios.
We help you Implement each aspect of your Foundational Financial plan™. Providing you with digital access 24/7 to your financial plan and investment accounts. We consult with you and strategically Invest your portfolio to provide stable tax-advantaged income ladders in the short term, and customized tax- advantaged investment portfolios that can provide maximized growth for the long term.
We will Monitor and Manage all aspects of your financial life. As needed, we take pro-active steps to protect your investment accounts, and to take advantage of market opportunities. Combining Tax, Financial Planning, and Investment Management advice, allows us to provide you with the Higher Level of Advice you seek. We provide you with integrated financial solutions to your financial challenges. As health and financial issues develop in your life, and the moment of truth arrives, we will be there when you need us the most, to guide you and your family.
Our 3 – Step Process to Your Confident Retirement
Discover & Design
We meet with you and take the time to Discover your hopes, dreams, fears, and goals. We then use that information to Design and create a customized comprehensive Foundational Financial Plan™ that will help plan for your lifetime retirement income, tax planning and tax reduction strategies, Estate Planning Beneficiary, and Legacy wishes, Social Security claiming strategies, Insurance and Long-Term Care strategies, and Risk and Investment management to plan for and provide, secure stable income and maximized growth of your investment portfolios.
Implement & Invest
We help you Implement each aspect of your Foundational Financial plan™. Providing you with digital access 24/7 to your financial plan and investment accounts. We consult with you and strategically Invest your portfolio to provide stable tax-advantaged income ladders in the short term, and customized tax- advantaged investment portfolios that can provide maximized growth for the long term.
Monitor & Manage
We will Monitor and Manage all aspects of your financial life. As needed, we take pro-active steps to protect your investment accounts, and to take advantage of market opportunities. Combining Tax, Financial Planning, and Investment Management advice, allows us to provide you with the Higher Level of Advice you seek. We provide you with integrated financial solutions to your financial challenges. As health and financial issues develop in your life, and the moment of truth arrives, we will be there when you need us the most, to guide you and your family.
Are You Ready for Your Moment of Truth?
As private wealth managers, investment advisors, and tax planners in Arizona, we are ready to take up any challenge life throws at you and help set you up for financial success.
Awards and Recognition
2022 | 2021 | 2020
2019 | 2018
“Congratulations to Bruce Hosler on this well-earned recognition by Forbes. Bruce Hosler is committed to providing expert guidance and essential support to his clients, and we are proud to provide Hosler Wealth Management with the business solutions they need to power their practice.”
– Wayne Bloom, CEO of Commonwealth Financial Network®
Data provided by SHOOK® Research, LLC., as of 4/22. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
Ed Slott’s Master Elite IRA Advisor Group
Bruce Hosler has been a member of Ed Slott’s Master Elite IRA Advisor Group for over 10 years, an exclusive group of advisors for gaining experience in retirement distribution planning.
Ed Slott’s Master Elite IRA Advisor Group is a private IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott continuously through full-day workshops, the Elite forum, and other regular communications and pieces of training. Ed Slott’s Master Elite IRA Advisor Group is designed to provide its members with ongoing access to the most up-to-date IRA information available to properly and professionally service their IRA clients.
Ed Slott contributor on CNBC. Referred to as, “America’s IRA Expert” by Mutual Funds Magazine.
Our Credentials
Select each certification logo below for additional information.
Download Our Complimentary eBook Today!
LEARN MORE
eBook
How To Plan a Better Retirement:
Six Steps to Create a More Confident Future
