10 episodes

Hosler Wealth Management consists of tax accountants, financial planners, and investment advisors. The benefit to our clients is it's all together combined in one office.
We started the podcast because a number of clients have questions, and this is a way for us to give them a venue to listen to different answers on all the things they're concerned about today. First and foremost, foundationally, for most people, taxes are a very important thing. We always start with taxes and then we go from there and work on financial planning issues like retirement. Am I going to have enough? How am I going to leave my stuff to my legacy, to my kids and family?
In estate planning, we include asset management because everybody wants to know where their money's invested and how safe and how protected it can be. And how can it grow in the face of this inflation that we're facing today. And finally, we use insurance strategies to make sure that when the moment of truth arrives, everything's okay for the family.
Throughout this podcast, we're going to meet the Hosler team and how each of them plays a role in securing your financial future.
Hosler Wealth Management, LLC can be reached in their Prescott office at (928) 778-7666, in their Scottsdale office at (480) 994-7342, or on the web at https://www.hoslerwm.com/.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, ME, NE, NJ, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding products and services.

Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast does not monitor for comments and any comments should be given directly to the office at the contact information specified.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding Federal or State tax penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Accordingly, Hosler Wealth Management, LLC does not warranty, guarantee, or make any representations or assume any liability with regard to financial results based on the use of the information in this podcast.

Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/#socialmedia

Protecting & Preserving Wealth (podcast) is owned and produced by Hosler Wealth Management, LLC
Prescott Office:
700 S Montezuma St
Prescott, AZ 86303
Tel. (928) 778-7666

Scottsdale Office:
7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255
Tel. (480) 994-7342

© 2022 Hosler Wealth Management, LLC, All Rights Reserved

Protecting & Preserving Wealth Bruce Hosler

    • Business

Hosler Wealth Management consists of tax accountants, financial planners, and investment advisors. The benefit to our clients is it's all together combined in one office.
We started the podcast because a number of clients have questions, and this is a way for us to give them a venue to listen to different answers on all the things they're concerned about today. First and foremost, foundationally, for most people, taxes are a very important thing. We always start with taxes and then we go from there and work on financial planning issues like retirement. Am I going to have enough? How am I going to leave my stuff to my legacy, to my kids and family?
In estate planning, we include asset management because everybody wants to know where their money's invested and how safe and how protected it can be. And how can it grow in the face of this inflation that we're facing today. And finally, we use insurance strategies to make sure that when the moment of truth arrives, everything's okay for the family.
Throughout this podcast, we're going to meet the Hosler team and how each of them plays a role in securing your financial future.
Hosler Wealth Management, LLC can be reached in their Prescott office at (928) 778-7666, in their Scottsdale office at (480) 994-7342, or on the web at https://www.hoslerwm.com/.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, ME, NE, NJ, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding products and services.

Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast does not monitor for comments and any comments should be given directly to the office at the contact information specified.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding Federal or State tax penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Accordingly, Hosler Wealth Management, LLC does not warranty, guarantee, or make any representations or assume any liability with regard to financial results based on the use of the information in this podcast.

Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/#socialmedia

Protecting & Preserving Wealth (podcast) is owned and produced by Hosler Wealth Management, LLC
Prescott Office:
700 S Montezuma St
Prescott, AZ 86303
Tel. (928) 778-7666

Scottsdale Office:
7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255
Tel. (480) 994-7342

© 2022 Hosler Wealth Management, LLC, All Rights Reserved

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