Specialized Expertise

Helping people like you pay less taxes.

You work hard for your money.  As your income grows, you’re likely looking at a larger tax bill.

Optimizing your taxes is one of the best ways we know to free up cash to help you achieve your retirement goals faster.  That’s all without taking more risk.

But this requires significant research and planning.  You need to know the tax code, then know how to strategically apply it.

That’s our strength at Hosler Wealth Management. And we’ve been doing it for more than two decades now…helping people like you pay less taxes and achieve your financial goals faster.  

Lower Taxes over your Lifetime

We’re serious about helping you reach your goals, so we don’t rely on simplistic models or automated financial plans.  Instead, everything we do is customized specifically to your needs.

We use a variety of investments to achieve tax advantages that can provide you savings.  We also have strategies that can help you limit or eliminate risk if you prefer to limit the impact stock market volatility has on your future.

Some of the strategies we employ include:

  • Structured notes that can create tax-efficient returns and/or reduce downside risk.
  • Annuity strategies using zero explicit fee products.
  • For risk control, we have “safe” vehicles where we can specifically minimize or eliminate your downside exposure (principal protection).
  • 1031 exchange programs to defer capital gains.
  • Other strategies to minimize or defer taxes, or move to tax-free investment vehicles.

Collaborating and Consulting with You

We use a collaborative, consultative approach to help you achieve your goals.  That means that we work closely with you so we fully understand your needs and objectives.

You’re a part of forming the solution, especially in complex situations. You’re participating in helping create the solution.  We act as your advisors, helping you understand and consider the various pros and cons of each option.

This more collaborative method of working together can help you feel at ease, which is important, especially once you stop working and depend on your assets for income.  More understanding means more financial confidence.

We’re serious about helping you reach your goals, so we don’t rely on simplistic models or automated financial plans.  Instead, everything we do is customized specifically to your needs.

Second Opinion Consultation

Schedule a free, no-strings-attached second opinion consultation today.