YOUR TAX-FREE RETIREMENT STARTS HERE
At Hosler Wealth Management, we provide strategies to reposition your assets from taxable and tax-deferred vehicles to tax-free vehicles that can generate tax-free income during your retirement to protect against future higher tax rates and leave your children with Tax-Free legacy income for life.
Private Wealth & Tax Reduction Strategies: How We Help You Prosper
We offer much more than a traditional retirement plan or investment strategy. As a primarily fee-based wealth management firm in Scottsdale and Prescott, Arizona, we develop integrated plans with a close-knit team of financial, estate, investment and tax professionals led by Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® — an experienced Advisor and tax specialist who passionately believes that anyone can benefit from tax advantaged investment vehicles and strategies. High-income earners, whether looking at or nearing retirement, often seek out our multi-disciplinary approach as they work toward a tax-free retirement.
Financial Planning
Wealth Management
Tax Services
We dig deep to create a financial plan that is completely customized to your needs and goals. From retirement income planning, estate planning, and insurance with LIRP plans, we have you covered.
As a primarily fee-based firm, we have your best interests at heart, yet we also have access to strategies and tools to help you move to “tax free.” Explore our investment management services, investment vehicles and income ladders.
Through advanced tax planning, tax preparation and tax reduction strategies – including advanced tax strategies – we can help our clients begin to move to tax free.
Financial Planning
We dig deep to create a financial plan that is completely customized to your needs and goals. From retirement income planning, estate planning, and insurance with LIRP plans, we have you covered.
Wealth Management
As a primarily fee-based firm, we have your best interests at heart, yet we also have access to strategies and tools to help you move to “tax free.” Explore our investment management services, investment vehicles and income ladders.
Tax Services
Through advanced tax planning, tax preparation and tax reduction strategies – including advanced tax strategies – we can help our clients begin to move to tax free.
Recognized by Forbes as a Best-In-State Wealth Advisor in Arizona
Awards and Recognition
2024
2023 | 2022 | 2021
2020 | 2019 | 2018
“Congratulations to Bruce Hosler on this well-earned recognition by Forbes. Bruce Hosler is committed to providing expert guidance and essential support to his clients, and we are proud to provide Hosler Wealth Management with the business solutions they need to power their practice.”
– Wayne Bloom, CEO of Commonwealth Financial Network®
2018-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit.
MOVING TO TAX-FREE™
By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA®
When planning for retirement, some of the first big questions are “Have I saved enough to retire?” or “Will I be able to leave a legacy for my family? Are my spouse and I going to be OK through our lifetime?” But those planning for retirement may be missing a foundational question to retirement financial planning success—will I be paying higher tax rates on my future retirement plan distributions from my 401K and IRA?
The question isn’t “if” we will face higher future tax rates but “when”? It is almost inevitable that tax rates will be higher in the future. Understanding that tax rates will likely be much higher in the future can help you dramatically improve your chances of success in retirement.
This book will be your financial ally!
A Foundational Financial Plan™ Designed for Tax-Free Retirement Income
Our signature Foundational Financial Plan™ helps set you on the right path toward a tax-free retirement — a comprehensive seven-part plan encompassing all aspects of your financial picture. Unlike other financial plans, this isn’t a one-and-done approach. Our customized plans and tax reduction strategies are updated annually to help you reach your goals. Download the article below to discover more about Moving to Tax-Free.
