Why should you choose Hosler Wealth Management?
What should I expect when working with you?
How long have you been in Business?
How do I know you're not a Bernie Madoff?
Can I speak with some of your clients?
Who do you work with?
How much are your fees for your services?
Do you have an account minimum?
Are you Fiduciaries?
Other wealth management firms may claim they are fiduciaries, but they will also have conflicts of interest. For example, they may not provide you with services or products that will truly be in your best interest, such as a 529 college saving plan for your grandchild or a Long-Term Care policy for your spouse. Is it really in your best interest not to be educated by your wealth manager on such topics? Or to be referred out to another provider that may not understand your entire financial situation? We don’t think so.
We believe that as long as you are informed of all the conflicts, costs, and issues, you can still make an informed decision that is in your best interest. As your financial advisors, we will be right there alongside you helping you consider the options and helping you choose the best wealth management strategy for you. For any inquiries or further information, do not hesitate to contact us.