Sam Hoss, RFC

Hoss Retirement and Insurance Services

Hoss Retirement & Insurance Services, Inc. Has been servicing families, business & trusts throughout California & other states, with combined experience of 46 Years. We are a holistic Life & Wealth Management team that inspires & educates people to be proactive and to live life on purpose.

Holistic Life & Wealth Management means our team assists in the areas of Retirement, Investments, Risk Management (Insurance), Estate & Tax Planning.

About Us

As President of Hoss Retirement & Insurance Services, Inc. [ dba Hoss Financial ] and as an Investment Advisor representative with Woodbury Financial Services, I am passionate about living a life of significance. Helping my clients make the connection between their financial choices and their personal values through well-executed planning, I desire to bring financial confidence and make a difference in my community.

At Hoss Financial, we use a value-centered approach to enable you to make smart choices about your financials in accordance with your life values. Using a Financial Blueprint, we show you where you are now, look at where you want to be, and discover what's important to you. This means that we co-create your individual, step-by-step action plan for all aspects of your financial life... "When your visions are clear, your decisions are easy." Roy Disney.


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Service Area

Ventura County, Conejo Valley, Los Angeles County, Santa Barbara County, San Fernando Valley, Westlake Village, Agoura Hills, Thousand Oaks, Calabasas, Woodland Hills, Northridge, Granada Hills, Newbury Park, Camarillo, Somis, Oxnard, Ventura, Santa Barbara, Beverly Hills, Los Angeles, Carpinteria, Westwood.

Contact Us

Sam Hoss, RFC
Hoss Retirement and Insurance Services

Phone:
(747) 220-6750

30700 Russell Ranch Road,
Suite 250
Westlake Village, CA 91362

Web: hossfinancial.com

About Sam

Sam Hoss started his financial Services career in 1986, after graduating from Florida Institute of Technology with a Bachelor's degree in Computer Science w a focus in Business Economics. He also graduated from the UCLA's Financial Planning program. Sam Hoss is the author of "Simple Strategies to Reduce Estate & Income Taxes", Public Speaker

Sam Hoss is Financial Advisor that specializes in IRA Rules, distribution planning, maximizing social security benefits and pensions as well as reducing estate & Income taxes through financial planning and financial products.