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All About Deferred Sales Trusts

The goal of our program is to help our clients achieve what is most important to them by providing relevant information, tax planning strategies and asset management. As an independent financial firm, Sam Hoss and his team work for our clients rather than a large wire-house or bank with competing motives. Being independent helps eliminate any conflicts of interest, allowing us to put our clients and their investment goals first. We are committed to doing our best to implement financial strategies that will help you reach your goals.
Since entering the financial services industry in 1985, Sam Hoss also known as” Sepehr Hosseini” has been committed to providing the highest quality of service and sound advice based upon thorough and timely research. Sam is an Independent Financial Advisor and wealth manager of his independently owned and operated Hoss Financial, Inc.
Sam Hoss focuses on the needs of successful professionals, high net-worth individuals, business owners and retirees. Through consistent effort and a commitment to outstanding service he has built a solid client base and has expanded his business through referrals from satisfied clients. Sam focuses on estate, retirement and business planning. Honesty, empathy, hard work, a solid education and a passion to truly serve his clients are some of the principles Sam follows every day as the rule of ethical conduct.
He is also the author of “Simple Strategies to Reduce Estate &amp; Income Taxes”Extensive background and knowledge of the estate and retirement planning fields have allowed Sam to conduct numerous workshops on these topics. He is involved with many professional organizations including the International Association of Registered Financial Consultants and the Financial Planning Association.
Sam has been honored with several awards, including the National Sales Achievement Award, qualification for the Presidents Conference with MetLife Securities, and Million Dollar Roundtable Life Member.Hoss Financial would be honored to have you consider joining over 300+ clients and be a part of our extended family! Hoss Financial will provide educational events to existing clients on an ongoing basis.
Hoss Financial is ready to help you make intelligent decisions. We hope you choose to take the first step in getting your free assessment by calling us today. We have helped our clients with their financial concerns for over 30 years!

Education

The goal of our program is to help our clients achieve what is most important to them by providing relevant information, tax planning strategies and asset management. As an independent financial firm, Sam Hoss and his team work for our clients rather than a large wire-house or bank with competing motives. Being independent helps eliminate any conflicts of interest, allowing us to put our clients and their investment goals first. We are committed to doing our best to implement financial strategies that will help you reach your goals. Since entering the financial services industry in 1985, Sam Hoss also known as” Sepehr Hosseini” has been committed to providing the highest quality of service and sound advice based upon thorough and timely research. Sam is an Independent Financial Advisor and wealth manager of his independently owned and operated Hoss Financial, Inc. Sam Hoss focuses on the needs of successful professionals, high net-worth individuals, business owners and retirees. Through consistent effort and a commitment to outstanding service he has built a solid client base and has expanded his business through referrals from satisfied clients. Sam focuses on estate, retirement and business planning. Honesty, empathy, hard work, a solid education and a passion to truly serve his clients are some of the principles Sam follows every day as the rule of ethical conduct. He is also the author of “Simple Strategies to Reduce Estate & Income Taxes”Extensive background and knowledge of the estate and retirement planning fields have allowed Sam to conduct numerous workshops on these topics. He is involved with many professional organizations including the International Association of Registered Financial Consultants and the Financial Planning Association. Sam has been honored with several awards, including the National Sales Achievement Award, qualification for the Presidents Conference with MetLife Securities, and Million Dollar Roundtable Life Member.Hoss Financial would be honored to have you consider joining over 300+ clients and be a part of our extended family! Hoss Financial will provide educational events to existing clients on an ongoing basis. Hoss Financial is ready to help you make intelligent decisions. We hope you choose to take the first step in getting your free assessment by calling us today. We have helped our clients with their financial concerns for over 30 years!

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All About Deferred Sales Trusts

All About Deferred Sales Trusts