Sam Hoss, Rfc, President, Financial Planner Email and Phone Number

My clients come to me when they need help with: • Building a financial roadmap and income strategy to help preserve and grow their assets. • Lowering income taxes in retirement and beyond • Creating a personal pension plan that minimizes running out money. The Landscape has changed for pre-retirees & business owners who are tired of working and saving in 401k plans but: • Have been told by advisors to follow conventional strategies that may no longer work. • Could lose value right before their retirement causing them to work longer. • Does not protect them from sequence of return risk when they start taking income. • Does not provide inflation protection and predictable income solutions for life.Within just a few months of taking action with me, they are frequently able to: • Feel at ease with a structured income plan strategy. • Still benefit from market growth to keep up with inflation. • Design a tax efficient plan along with an estate plan to protect their family.How can I come alongside you and provide a comprehensive income and estate plan that helps protect your interests?You are a professional in your field and its best to work with an independent financial adviser that focuses on retirement income and estate planning to make sure your set up properly. That is where I come into help! If you are ready to do a comprehensive income and estate planning, then I invite you to send me a message here on linked in or schedule a quick 15-minute call where we can chat about your specific needs. Here is my calendar scheduling link: calendly.com/samhoss49Testimonials for Sam Hoss:1. Sam is a very smart and nice person. I highly recommend him. He knows his business very well and tries to satisfy what his clients are looking for.Dr. Ingrid S., D.D.S., Orthodontist2. Sam Hoss has dealt with all of my life insurance needs over the years. He has been thorough and helpful in explaining all of the different types of insurance and investments.Working with him is a joy.Mr. Mark B., Television ProducerThese testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.