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Our Values
Mission:

Passion to help our clients reduce their taxes, protect their assets and families through financial education in the community and to provide the best advice for what is important to our clients.

To accomplish our mission we must:
  1. Provide sound financial advice 
  2. Always consider the impact of our actions and recommendations 
  3. Provide consistent, reliable service 
  4. Act and Speak with integrity 
  5. Actively work to educate people about the value of financial planning 
  6. Work diligently, with thoughtful, ethical and moral character 
  7. Work to help those in need  

Independence:

We consider our independence to be one of the greatest benefits we offer our clients. We choose to work within the independent broker/dealer community, which means:

We are entrepreneurs working for ourselves and our clients rather than a large wire-house or bank with competing motives.

We work in every way to eliminate any conflict of interest, striving to put our clients and their investment goals first.

By conducting independent due diligence and keeping a close eye on new opportunities, we will work to add value for you. In short, our independence allows us to offer you, our valued client, the best possible advice.


Commitment:

To get to know your financial and investment needs personally and work with you & advisors with the highest integrity.

To do our best to implement financial strategies that will help you reach your goals.

To monitor your investments and financial plans to ensure appropriate and timely changes in order to help you meet your financial needs.

To be on your side. 


Other professionals:

We believe in collaboration with other professionals whether it be Attorneys, CPA's, Enrolled Agents, Real Estate professionals, TPA's, Fiduciaries, Merger and Acquisition Business professionals or other financial professionals to help our clients get better services. If you have an interest in adding value, please provide your information in order to set up a time to talk with us.
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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.