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Investment Philosophy
At Hoss Financial when it comes to sophisticated portfolio asset allocation and management, we take the time to understand your concerns and your life style to design a personal plan and a portfolio that is suitable and non-correlated! Depending on your situation we may suggest setting up a tax-efficient portfolio to minimize taxable income or add a combination of other alternatives to maximize your portfolio return based on your risk tolerance. We could also research other resources for your long term investments to minimize the fees in order to maximize the rate of return for your retirement!

Income planning - there are different alternatives when your primary concern is to generate income, we research options such as: dividend paying stocks, real estate investment trust, bond funds, and immediate and index annuities to come up with a plan that you are comfortable with a strategy designed to provide lifetime income & preserve your principle. 

Investing is easy but finding the relationship and a company that provide transparency of their fees, a fiduciary to look for your best interest and manage your investments is the important part. Your hard work and wisdom built your wealth; our goal is to lessen the overall risk and to help grow it.

Investing involves risk including the potential loss of principle. Investors should understand that working with an advisor that is a fiduciary does not guarantee that they will experience greater investment performance or reduced losses as compared to working with an advisor that is not acting as fiduciary. 
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©2017 Hoss Financial™ All Rights Reserved.

Insurance and Tax services offered through Hoss Retirement & Insurance Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Insurance services offered through Hoss Retirement & Insurance Services, Inc. which is not affiliated with Woodbury Financial Services, Inc. Woodbury Financial Services Inc. does not offer tax or legal advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, NV, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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