Integrated financial and tax services
At Hosler Wealth Management, we know you work hard for your money. That’s why we take our responsibility as your financial advisor so seriously. We’re here to help you achieve better results.
Our secret weapon? Tax planning.
We combine financial planning, tax planning, investment management and estate planning. Our unique strategy provides a holistic solution that can help you achieve your financial and life goals faster.
Lower Taxes over Your Lifetime
Many financial advisors don’t get involved with your taxes or meet your accountant. And your accountant may not ask much about your investments or your financial plan. The result? Lost opportunities…and lost money.
Saving for the future is far easier when you can free up money through tax savings. Our tax code is full of opportunities, but keeping up with tax law changes can be time-consuming and complex.
But that’s what we do here at Hosler Wealth Management. As tax accountants and financial advisors, we bring both disciplines together for your benefit.
Truly Full-Service Advice
This integrated approach saves you money along with time and headaches. Instead of having to interact with an advisor and an accountant, we handle your financial planning, investments and tax preparation…all in one place.
On top of it, we provide unlimited support for no additional charge. So you can call or email us anytime we can help you make a smarter financial decision.
Learn more about our services in this section.
What You Can Expect
When you work with Hosler Wealth Management, you’ll experience our unique approach to helping you plan for the future.
A Prudent Process. We employ an evidence-based process that we’ve developed over two decades. This disciplined approach ensures that we thoroughly assess and manage your risk. This can help make sure you’re financially ready to weather whatever comes your way, so you can stay on track to achieve your goals.
Advanced Strategies. Because our team is multidisciplinary, you get the benefit of our financial expertise along with our tax background. Our team is also well-versed in using life insurance, retirement plans, trusts, and structured or fixed income products to come up with creative solutions to help secure your future and save you money.
Continuous Tax Planning. At many financial advisory firms, taxes are practically an afterthought. Not at Hosler Wealth Management. We are always looking out for ways to reduce your tax liability, now and in the future. If you find yourself selling an expensive piece of real estate, or a business, or something else, we can help you structure the transaction to help reduce your tax bill. This approach can make a big difference to your bottom line. We also help your loved ones after you pass or when you are incapacitated.
Keeping You Informed. Your money is important, so we understand your need to stay up to date:
- We’ll meet with you frequently, two or three times per year
- Meetings are at your convenience: either online, by phone or in person.
- We’ll return your emails and phone calls quickly (always within 24 hours).
- You’ll get frequent reporting and access to our online dashboard for updated information when you need it.
The end result? Our unique approach gives you a higher level of service….to help you achieve your goals.