Retirement Planning

We’re retirement planning specialists

At Hosler Wealth Management, we’re retirement planning specialists.  We combine tax planning with comprehensive financial planning to help you use the current tax code to your advantage.

In this low-interest rate environment, we think that’s more important than ever.

Our full-service retirement planning helps you uncover blind spots and prepare for a great future, no matter what unexpected event life throws your way.

Retirement Income Plans

When you’re preparing to give up your paycheck (or profits from a business) in retirement, we understand that you need to feel confident about how your lifestyle will be paid for.  We’ll work with you to develop a retirement income plan to identify sources and make sure your money will be there when you will need it most. 

Social Security Strategies

We’ll help you review and select the best strategy for claiming social security, so your benefit can be maximized.

Life Insurance Retirement Plans (LIRP) and Long Term Care (LTC) Planning

We’re well versed in helping you use life insurance and long term care insurance to remove uncertainty and help you create a more tax-free future.

Safe Money Strategies

Sometimes going with the flow in today’s volatile market is not something you choose to do.  We completely understand and if you’d like, we can develop a safe money strategy for a part, or all of your assets.  This can help you participate in market returns up to a capped amount while simultaneously hedging against losses of principal. Instead of using traditional annuities, we’ll assemble lower-cost solutions to accomplish the goal with fewer drawbacks.

The end result of our retirement planning work for you:  helping you feel confident that your money will be there when you need it.

Our full-service retirement planning helps you uncover blind spots and prepare for a great future, no matter what unexpected event life throws your way.

Download Our Complimentary eBook Today!

How to Plan a Better Retirement: Six Steps to Create a More Confident Future