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When you combine tax advice with retirement planning strategies, great things can happen.

Most financial advisors aren’t tax experts, which means you may lose out on opportunities. Let our specialized team of tax planners and wealth managers give you the edge you need for a more confident future.

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Simplistic retirement planning can leave your future at risk. That’s why we provide you with a higher level of advice.

We have retirement planning, tax, IRA, and estate planning experts under one roof.

Our experts work together to help you avoid big financial mistakes and make the most of your financial situation.

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The advanced tax and wealth management strategies you need to make your money work harder.

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At Hosler Wealth Management, we’re independent, so there’s no pressure to promote proprietary products. We provide you with objective advice, free of ties to product companies.

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You’re busy, so our team is always available to assist with any financial issue or question that arises. We will help you see the problem to completion.

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Hosler Wealth Management Insights

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Prescott Office:

700 S. Montezuma Street
Prescott, AZ, 86303

Telephone: 928.778.7666
Scottsdale Office:

8180 N. Hayden Road, Suite D203
Scottsdale, AZ 85258

Telephone: 480.994.7342
Email:
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This communication strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, ME, NM, NV, TX, UT, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Tax preparation, tax planning and accounting services offered through Hosler Wealth Management are separate and unrelated to Commonwealth. Hosler Wealth Management does not provide legal advice. You should consult a legal professional regarding your individual situation.

When you combine tax advice with retirement planning strategies, great things can happen.

Simplistic retirement planning can leave your future at risk. That’s why we provide you with a higher level of advice.