Discover Your Path Toward a Tax-Free Retirement in Scottsdale
A Foundational Approach to Wealth Management in Greater Phoenix
Hosler Wealth Management boasts an experienced team of tax and financial professionals in Scottsdale that provides discerning clients with highly personalized financial planning advice and advanced tax reduction strategies with the goal of building a tax-free retirement.
We help set you on the right path with our signature Foundational Financial Plan™ ― a comprehensive seven-part plan that incorporates your complete financial picture; helps to protect your assets, and potentially creates tax-free retirement income so you can enjoy your Arizona lifestyle.
Since 1997, we have served high-net-worth Arizona individuals, families, and businesses in Scottsdale, Cave Creek, Carefree, Paradise Valley, Phoenix, and across the Valley of the Sun.
Submit a request, call or visit our North Scottsdale office on E. Pinnacle Peak Road — located only a few miles north of Loop 101 off Scottsdale Road — for a free consultation to learn how our team of tax, and financial planning professionals can help get you on your 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 – Scottsdale Office
7400 E Pinnacle Peak Rd Ste 100 • Scottsdale, AZ 85255 • 480-994-7342
Who We Help
Tax Planning
Tax Strategies
Professionals
Long-Term Planning
Business Owners
Growth/Exit Strategies
Nearing Retirement
Preparing to Retire
Enjoying Retirement
Living the Good Life
How We Help Move You Toward Your Tax-Free Future in Scottsdale
Utilizing your customized Foundational Financial Plan™, our Scottsdale financial professionals deploy a wide range of tax reduction strategies and investment vehicles to create lifetime income:
- 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 Scottsdale Advisory Team
For more than 28 years, Bruce Hosler, EA, CFP®, CPWA® AIF®, CEPA® — a financial thought leader, author, and speaker — has led our team of wealth management and financial planning professionals serving Scottsdale and the Greater Phoenix Arizona Area.
Bruce Hosler
Wealth Manager
Alex Koury
Wealth Manager
Cameron GrandPre
Wealth Management Asssociate
Jason Hosler
Wealth Manager
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.
Dana Churella
Dana Churella
Client Service Associate
Meet Dana, the newest Hosler Wealth Management family addition in the Scottsdale office. As our Client Service Associate, Dana is the first friendly face you’ll see when you enter the office. Her warm, welcoming, and genuine hospitality are just a few of the many skills she brings to the firm. Dana will be assisting the advisors in Scottsdale, completing a well-rounded team of professionals.
Dana, a native New Yorker, was raised near the beautiful beaches of Long Island. She graduated from the Villanova University with a Bachelor of Science in Finance. Her journey has taken her to the NYSE, AMEX, and PHLX exchanges, where she gained valuable experience. Dana’s completion of the SIE and her possession of Series 7, 63, and 99TO FINRA licenses clearly indicate her knowledge and commitment to finance.
This self-described finance nerd loves being a financial service professional and keeping abreast of global markets and economic changes. After September 11, 2001, opportunities came calling for her to move to Arizona.
When she’s not immersed in the world of finance, Dana’s heart lies with her family and her beloved French Poodle, Lily. She finds joy in traveling to the United Kingdom and the European Union to visit family and friends, and in her leisure time, she can be found admiring the beauty of museums and listening to Italian Opera.
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.
Jason Bisdorf (JB)
Tax Professional
Jason Bisdorf (JB)
Jason Bisdorf, JB to the Hosler Wealth Management family, joins us with an undergraduate and master’s degree in accounting from Arizona State University. Jason took his CPA exams in 2020 within just a year of graduation. He is one of the newest additions to the Scottsdale branch team.
Jason’s professional journey is a testament to his adaptability and versatility. He began his career as a financial auditor, gaining experience in the commercial sector and performing bookkeeping for a variety of businesses, from start-ups to fuel stations and software development companies.
In the last few years, Jason’s Financial Planning and Analysis analyst (FP&A) role moved and immersed him in corporate finance, assisting various departments in their financial operations. This included setting up new processes for General and Administrative (G&A) allocations, A/R collections processes, strategies for equipment usage and the costs of such, market expansions, budget, and variance analysis and forecasting.
Jason’s previous role was a significant steppingstone in his professional growth. It was here that he truly understood the value he could bring to an organization and its people, a realization that continues to guide his career. As a numbers guy, the move to wealth management aligns perfectly with his accounting and tax knowledge and his eagerness to help clients achieve their financial goals.
In his personal life, he actively plays the guitar as a hobby, which will soon branch into more instruments, including piano/keyboard and bass guitar. He loves the dunes in Southern California and has been going there his whole life to ride dirt bikes. While he no longer rides motocross, he has transitioned to off-roading in a side-by-side.
Quinn Simmons
Office Administrator
Quinn Simmons
Office Administrator
Meet Quinn Simmons, a new addition to our growing Hosler Wealth Management family. As our Office Administrator, Quinn uses his 10+ years of management background to perform all tasks with the highest level of detail and accuracy. Quinn is a passionate, driven, and team-oriented individual who will surely be a valuable asset to our dynamic team. Well-versed in marketing and ever eager to expand his knowledge of the financial industry, he is actively pursuing a bachelor’s degree in accounting at Arizona State University.
Although Quinn hails from Beaverton, Oregon, he has fully embraced Arizona’s culinary delights. His favorite hot spots, including Maple & Ash, Dominiques, and Fat Ox, reflect his love for delicious food and his integration into the local culture.
Outside the office, he frequently spends time with his pets, a 3-year-old toddler named Lokita- a black pug, and a long-haired cat named Kiwi.
The reading genre consists of fiction and non-fiction, and some of his favorite reads have been: A Turn of a Screw by Henry James, and Seven Habits of Highly Effective People by Stephen R Covey.
Quinn is joyfully involved in sports. He & his siblings are currently practicing to participate in league volleyball tournaments. Throughout his life, he has played soccer and remains a loyal soccer enthusiast.
Extra Support from a Trusted Financial Partner
In addition to our Scottsdale team, we partner with Commonwealth Financial Network®, a leading Registered Investment Advisor-Broker/Dealer, providing our clients with a breadth of additional expertise, advice, support, 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.
Learn How You Can Move Toward Your Tax-Free Retirement in Scottsdale
Request a free consultation to learn how our Scottsdale team of tax, wealth management, and financial planning professionals can help you achieve your financial goals and set you on a path toward tax-free retirement income.