Investment Advisor Representative / Financial Planner at Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial - Westlake Village, California, United States
By understanding your goals and your risk tolerance, we will design a financial plan to put the right amount of funds in conservative investments such as fixed income portfolios or fixed hybrid annuities*, to help you achieve your income needs. We can also allocate a portion of your assets in professional money management advisory accounts to potentially grow your assets and to keep up with inflation. By designing the appropriate financial plan and paying attention to details, we can protect what's important to you, your family & your assets.