Building Tax-Free Income for Retirement in Prescott, AZ
Discover a Foundational Approach to Wealth Management in the Quad-City Area
The experienced Prescott, Arizona team at Hosler Wealth Management, a long-standing firm since 1997, provides highly personalized financial planning advice and tax reduction strategies, guiding clients toward a tax-free retirement.
With our signature Foundational Financial Plan™, we help set you on the right path ― a comprehensive seven-part plan that incorporates your entire financial picture, helping protect your assets and move you toward tax-free retirement income so you can enjoy your Arizona lifestyle.
Since 1997, we have served high-net-worth individuals, families, and businesses throughout the Quad-City area, spanning Prescott, Prescott Valley, Chino Valley, and Dewey/Humboldt. We also serve clients in the Verde Valley, including Cottonwood and Sedona.
Submit a request, call or visit us at our 700 S. Montezuma Street office — located five blocks south of the Courthouse Plaza — for a free introductory consultation to learn how our team of tax, financial, and estate planning professionals can help create a path toward tax-free retirement income.
MOVING TO TAX-FREE™
By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA®
When planning for retirement, some of the first big questions are “Have I saved enough to retire?” or “Will I be able to leave a legacy for my family? Are my spouse and I going to be OK through our lifetime?” But those planning for retirement may be missing a foundational question to retirement financial planning success—will I be paying higher tax rates on my future retirement plan distributions from my 401K and IRA?
The question isn’t “if” we will face higher future tax rates but “when”? It is almost inevitable that tax rates will be higher in the future. Understanding that tax rates will likely be much higher in the future can help you dramatically improve your chances of success in retirement.
Hosler Wealth Management – Prescott Office
700 S Montezuma St • Prescott, AZ 86303 • 928-778-7666
A True Partner to the Prescott-Area Communities
Service is at the heart of all we do. We not only serve the financial needs of our clients in Prescott and surrounding communities, but we give back to local charities with our time, talent, and resources. We are proud to partner with and support these nonprofits in the region.
How Our Team Helps Residents of Prescott Prosper
Working with you on your customized Foundational Financial Plan™, our Prescott financial professionals utilize a wide range of tax reduction strategies and investment vehicles to create income that lasts the rest of your life:
- Roth IRA & Roth 401(k) Plans
- Roth Conversions
- 1031 Exchanges & Delaware Statutory Trusts
- Life Insurance Retirement Plans
- Asset-Based Long-Term Care Plans
- Pros & Cons of a Reverse Mortgage
- Health Savings Account (HSA)
- And more!
What to Expect with the Foundational Financial Plan™
Retirement Income Plan
Plan for a Tax-Free Future
Estate, Legacy and Beneficiary Plan
Social Security Strategies
Insurance Plan
Risk Analysis
Investment Plan
Meet Our Prescott Advisory Team
Led by Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® — a financial thought leader, author, and speaker — our team of wealth management, financial planning, and tax professionals has served Prescott and the greater Northern Arizona region since 1997.
Bruce Hosler
Wealth Manager
Jason Hosler
Cody Teeples
Laura Hosler
Executive Director
Laura Hosler
Executive Director
Laura Hosler previously had an administrative career at the Mayo Clinic in the Radiation Oncology department prior to joining her family at Hosler Wealth Management.
Prior to Mayo, she worked for many years as a Financial Aid Administrator in Higher Education serving a large student body population adhering to Federal, State, and Institutional regulations. Laura is a United States Air Force veteran as well.
Laura serves as an Administrator for Hosler Wealth Management helping out with client needs. She is a great addition to our team and brings both her compassion for helping others and love of life to the firm.
Sara Lanoue
Sara Lanoue
Client Service Manager
When Sara joined HWM, she brought broad, extensive customer service and administrative support knowledge to the firm. As of 2024, Sara has been with the HWM family for eight years, and her position has advanced from events coordinator to client service representative to client services manager. She is the go-to, front-line person for almost all our client’s immediate needs.
Sara has successfully passed the Securities Industry Essentials®, SIE®, which assesses an individual’s knowledge of basic securities concepts, types of products, and their risks; the structure of the securities markets, regulatory agencies, and their functions; and prohibited practices–making her all the more a valuable asset to the HWM team and our clients.
She relocated from Iowa to Prescott in 2000 and is practically a native Arizonian. However, she still brings that midwestern, down-to-earth appeal to our HWM family. She loves spending time with her family and dogs, working in the yard, and enjoying their pool!
Zed Leppanen
Zed Leppanen
Zed comes to Hosler Wealth Management with 7 years business accounting experience, as well as 15 years administration and manufacturing expertise.
His background includes music, technology, and general accounting. He served as the accountant for a local small manufacturer where he gained extensive knowledge in the areas of overhead management, international customs and account management. Zed enjoys putting the pieces together with a dedication to excellence and integrity in every situation. In his spare time, Zed can be found playing music and learning to speak Korean.
Chad Hosler
Director of Communications
Chad Hosler
Chad Hosler joined the Hosler Wealth Management team as director of communications. He is developing communication strategies that help advance the firm’s impact of compelling ideas and practices through website development, social media, media outreach, and virtual and in-person client events. In addition, Chad helps produce content from creation to implementation.
Before joining HoslerWM, Chad retired from a 28-year career as a business owner in Salt Lake City, Utah as a professional licensed Neuro-Muscular Therapist. Chad brings his business and interpersonal communication skills to us, along with his attention to detail and ability to relate to people.
Since moving to Prescott, Chad has taken up bowling and making new friends. In his spare time, he enjoys learning about photography and video editing.
Extra Support from a Trusted Financial Partner
In addition to our team in Prescott, we partner with Commonwealth Financial Network®, a leading Registered Investment Advisor-Broker/Dealer, to connect our clients with a breadth of additional expertise, advice, and resources to meet their financial goals.
For the tenth straight time – J.D. Power ranks Commonwealth:
“#1 in Independent Advisor Satisfaction Among Financial Investment Firms”*
*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
Discover How You Can Create Your Tax-Free Income in Retirement in Prescott
Request a free consultation to learn how our Prescott team of financial professionals can help you work toward achieving your financial goals and set you on a path to tax-free retirement income.