HOSS Retirement & Insurance Services, Inc.

HOSS Retirement & Insurance Services, Inc. We are a wealth management, estate and retirement planning firm. Testimonials for Sam Hoss:

1. Sam Hoss has always given me sound advice. Mr. Mahmood J.

2.

Hoss Financial
Wealth Management & Financial Planning - Westlake Village, California

Hoss Retirement & Insurance Services, Inc. has been serving individuals, families, business and professionals throughout California, with a combined experience of 46 years. What is unique about our firm is our open and objective client centered approach has brought us praise. We are a Holistic Life and Wealth Man

agement firm that inspires and motivates people to be proactive and to "Live Life on Purpose." Holistic Life and Wealth Management means our team assists clients in the areas of retirement, investments, insurance, business, and estate planning. Our Mission Statement:
The highest context of human existence is to remember God, honesty and choose empathy in order to create value for others! I create this value by helping lower income, estate and capital gains taxes, consistently strive to get a better return on investments for my clients, and ultimately initiate comprehensive financial plans to help protect all my client's assets. He is easy to get in touch with and demonstrates a willingness to research his recommendations. I have no hesitation in recommending him to my friends and business associates. Sam is a very smart and nice person. I highly recommend him. He knows his business very well and tries to satisfy what his clients are looking for. Dr. Ingrid S., D.D.S., Orthodontist

3. Sam Hoss has dealt with all of my life insurance needs over the years. He has been thorough and helpful in explaining all of the different types of insurance and investments. Working with him is a joy. Mark B., Television Producer

4. Sam works diligently on behalf of his clients. He listens, provides his advice and recommendations, and carries out the client’s decision promptly. He is knowledgeable and responsive. Alan W., Attorney at Law

5. For many years I have witnessed the sound advice and exceptional service Sam extends to his clients. I take great comfort in Sam’s total focus on delivering the greatest benefit to the customer without regard to personal economic gain. Sam makes investing hassle-free and keeps me informed. I have used many advisors but Sam is the best. Dr. Iraj R., OB/GYN
These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary. Contact:
tel: 747-220-6750
email: [email protected]
Website: www.HossFinancial.com

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Making informed decisions about your life insurance beneficiaries can help avoid legal and financial challenges. Need guidance? Contact our team today!

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04/06/2026

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Significant events can impact your broader financial picture. It may be worth a review if you’ve:

🔹Gotten married or divorced (or are considering either option).
🔹Welcomed a child or grandchild.
🔹Lost a spouse or loved one.
🔹Had a major change in your health and that of a loved one.
🔹Received an inheritance.
🔹Sold a business or property, triggering capital gains.

These moments call for timely adjustments to ensure your plan remains aligned with your goals, tax strategy, and long-term vision. If you’ve experienced a life or wealth event recently, let’s schedule a review. Give us a call today.

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swi...
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With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.

Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.

The newly finalized IRS regulations bring significant changes, including a higher age threshold for Required Minimum Dis...
03/09/2026

The newly finalized IRS regulations bring significant changes, including a higher age threshold for Required Minimum Distributions (RMDs) and reduced penalties for missed RMDs.

There are also important updates regarding annuities, inherited IRAs, and Roth accounts that could provide more flexibility and clarity. Swipe for details ↩️

Curious about how these changes might affect your strategy? Reach out to our team today to discuss how you can navigate these updates effectively. We’re here to help you make informed decisions for your financial future!

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Life insurance is often associated with protecting your own loved ones, but did you know you can take out a policy on someone else? While it’s legal and sometimes financially beneficial, there are strict rules in place to prevent fraud. Swipe through to learn more.

If you're considering life insurance options and want to explore the best plan for your needs, contact our team today.

Does the word “beneficiaries” have you saying, “bena-who?” Good news–this post is for you 👀 (We promise we didn’t intend...
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Does the word “beneficiaries” have you saying, “bena-who?” Good news–this post is for you 👀 (We promise we didn’t intend for that to rhyme)

Here are four fast facts about this important part of estate planning:

1️⃣ A beneficiary is the person, people, or entity/entities you name to inherit what you leave behind.
2️⃣ Beneficiaries don’t have to be people. Many wills and trusts name charities or organizations as beneficiaries.
3️⃣ Good questions to ask include: Does anyone depend on you financially? Are you married? Do you have children? All of these may influence your beneficiary choices.
4️⃣ Keep in mind that for some assets, there are two types. A primary beneficiary is the person first in line to receive the benefit. A contingent beneficiary is a backup if your primary beneficiary is no longer alive.

Got questions? Drop them in the comments or give us a call. We’re here to help.

In honor of National Financial Planning Month, now is the perfect time to evaluate and refine your financial strategy. W...
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Would you like to get started on any of these strategies? Reach out to our team for personalized guidance today!

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Uncertainty is inevitable, but the right knowledge and strategies can help ease some anxiety. Contact us with questions or to discuss how we can help you stay the course during uncertain times.

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Before the calendar flips to a new year, we’ve put together two steps to help ensure your money is working for you and not sitting idle. Swipe to learn more.

Let us help you end the year with clarity and confidence. Contact us to schedule your year-end financial review today.

Address

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

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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