Who We Help

Serving clients across Arizona and nationwide

At Hosler Wealth Management, we believe we’re known for our long-term relationships with clients.  We strive to learn as much as we can about you, your goals and your needs so that we can provide you with the most value.  Our goal is to help you make your money work harder for you, so you get far better results than you would get on your own.

Locations Served

We serve clients across Arizona, but also serve clients nationwide virtually, through online meetings and conference calls.  If you prefer meeting in-person, we have offices in both Prescott and Scottsdale.

Our Clients

We specialize in helping those in and near retirement, as well as those who have lost their spouse (widows and widowers).  We understand the questions you have and the challenges you face since we specialize in serving people with similar needs.

Learn more about how we can help below.

Retirees and Pre-Retirees

If this is you, you probably have questions like these.  Learn how Hosler Wealth Management can help.

Clarify your goals and how much you’ll need in retirement

Develop a comprehensive retirement plan

Identify, then implement tax reduction strategies to save you money

Diversify your investments so you are better protected against volatility

Determine the best social security strategy

  • Develop an estate planning strategy
  • Prepare your taxes every year
  • Protect your wealth as it grows
  • Stay up to date, with three meetings per year for tax and financial planning
  • Keep you on track with ongoing, unlimited support

Widows and Widowers

If this is you, you probably have questions like these.  Learn how Hosler Wealth Management can help.

Create a financial plan so you will have more confidence in knowing you will be “OK”

Get your financial life organized so you feel confident again

Clarify your goals and create a clear plan for your future

Stress-test your financial plan and help you prepare for any potential issues

Ensure your money is invested appropriately for your goals

Understand your investments (we’re great at explaining things simply)

Identify and implement tax-saving strategies

  • Prepare your taxes every year
  • Help you find the best social security strategy
  • Protect and preserve your wealth as it grows
  • Stay up to date about your money with ongoing help and unlimited support

These customer stories can help you see how we’ve helped other people.

Client Story #1: Business Owners Preparing for Retirement

Client Story #2: Rebuilding Her Financial Life

Our complete approach helps ensure that your blind spots are minimized, your tax situation is optimized and your financial future is more predictable.  By getting your financial advice from one source, you also save money, time and headaches.

Download Our Complimentary eBook Today!

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