Our Mission
 | At Houser Financial Group our Mission is to help people manage and grow wealth, one client at a time, through relationships built on trust, transparency, and accuracy. We are relationship focused. We care about our clients and want them to experience success in achieving all their most important goals. Our mission is to get to know you and understand exactly what your objectives and dreams are. From financial planning, investment management, tax and business management, family and estate planning, education planning, and wealth preservation , we will design and implement sound financial strategies to create dynamic, sustainable, and abundant personal legacies for our clients. |
We started our own independent firm, Houser Financial Group, because we know there is so much more we are meant to be doing with our clients, beyond the numbers. We strive for each client experience to mean more.
There is much more to planning than just making cash flow work. We are confident that we bring value to your life by offering the most current financial strategies available for a client’s needs.
Every day we are working on going further and helping our clients put meaning into their retirement!
Client Experience
We have our clients in mind behind every decision we make, and always think outside the box with the things we do for our clients. That ranges from the strategies we design for their unique situation, to the personal touches we put on everything, all in our effort to empower each of our clients.
Continual Improvement
One of the reasons we believe we’ve been so successful to this point both personally and professionally, is because of our incredibly high standards we have for ourselves and everyone we work with and surround ourselves with. These high standards mean a culture of continual improvement where we have an ongoing effort to always be better. You can see this way of being in our processes, our offerings, and the value we provide. We will always seek opportunities to grow our knowledge and experience to better serve our clients.
Communication
We believe that of all things that are important for a successful relationship, the most important is communication. Because of this, we put extra focus on our communication both internally and externally. We try to always be proactive in our communications, whether with a client, within our team, or with other colleagues. We take pride in providing pertinent, timely, and meaningful information to our clients
We look forward to working with you. As you explore our website, send us a note for any questions you may have, and we will respond promptly with a helpful answer.
A personal financial advisor will:
| Wealth Management is a relationship not a formula, its a series of personal decisions. We work with you to develop a personalized Family Wealth Plan that helps pursue your financial goals and objectives, and we monitor your progress toward them through monthly updates and quarterly meetings with you. We believe in creating abundant personal legacies and rewarding relationships with our clients, and we are dedicated to helping you plan sound financial strategies designed to meet your individual, family or business needs. We strive to save you time and money because we pay attention to the basics, At Houser Financial Group we are committed to work with you as you seek a sustainable long-term financial future. |
