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Wealth Management

Manage Your Assets with Confidence

Our team of wealth management experts are experienced at handling a wide variety of assets, from investment portfolios to real estate and more.

Disciplined Investment Approach

Disciplined Investment Approach

Our goal is to partner with you in stewarding your assets well by investing in a disciplined manner to meet your specific goals helping to minimize risk.

At Hostetler Financial, we never try to time the market or chase after big winners. We provide a rule-based, disciplined investment process to remove emotion from decision making and remain rational in every market environment.

We use both technical and fundamental analysis to offer asset allocation models for all types of investors across the risk and strategy spectrums. We also provide tailored investment solutions for unique situations.

We work with you to set realistic expectations and coach you through the inevitable ups and downs of normal market cycles. We monitor your portfolio on a daily basis and make thoughtful adjustments when needed.

Our mission is to partner with you to bring clarity and simplicity to the investment process.
We take pride in communicating openly and educating our clients so that you can become an active partner in building your financial future.

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Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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