Hoss Retirement Insurance Services

More Info

General Info

Business Philosophy: As a Financial Planner with the Financial Planning Division, an office of MetLife, Sam believes that financial planning is the foundation upond which to build a long lasting relationship to accomplish life goals. Sam is dedicated to working with his clients to help them better understand their current financial situations while providing them with the right combination of advice, guidance and product implementation to help them reach their future goals. Sam provides a palette of ideas, perspectives, and judgment to guide his clients in making sound financial choices. Working from that foundation he collaborates with his client to develop comprehensive plans that will achieve their financial goals, preserve and protect what is most important to them, and lead them towards financial independence. Background: Sam is dedicated to the highest level of personal client service as well as life experienced advice. Sam received his Bachelor of Science Degree in COmputer Science from the Florida Institute of Technology. Sam is an active member in the community and partipates in such as the National Association of Insurance and Financial Advisors (NAIFA) and International Association of Registered Financial Consultants (IARFC). With over 25 years of experience in finance, Sam has received corporate recognition as a leaders, presidents, and Million Dollar Round Table conference producer. In his spare time Sam enjoys spending time with his wife Mona and two children, Tiffany and Natalie.

Extra Phones

Fax: (818) 936-3910

Services/Products

Financial Position Analysis Cash reserve strategies Debt management Cash flow management Net worth Protection Planning Life insurance planning Disability income options Long term care insurance Business succession planning Investment Planning Asset allocation modeling Risk tolerance Education Planning Diversification strategies Tax Planning* Business ownership Non-Qualified investment planning Tax reduction strategies Tax deferral methods Retirement Planning Rollovers Retirement distributions Pre- 59 1/2 strategies 401(k)'s & IRA's Social Security planning Risk tolerance transitions Estate Planning Strategies* Asset ownership Trust planning Trust funding Charitable giving strategies *I will work with you and your tax and legal advisors to help you select the most appropriate product solution to suit your specific needs and circumstantes.

Category

Financial Planners

Reviews

Details

Phone: (818) 936-3716

Address: 30700 Russell Ranch Rd Ste 250, Westlake Village, CA 91362