Tailored To You
Customized financial strategies aligned with your unique needs. Call Houser Financial Group 321.345.1145
Our experienced team is here to help you meet your financial goals. Call Houser Financial Group 321.345.1145
We offer a full range of investment and financial services and have access to a wide array of solutions. Call Houser Financial Group 321.345.1145
An entrepreneurial wealth management and independent financial advisor investment firm. Our seasoned Certified Financial Planner Practitioner (CFP®), and CPA , Stephen Houser, has a broad track record of planning for success focused on seeking returns and building economic prosperity for our clients.
We have a unique approach to working together with you, your family and your business to conduct seamless financial advising, through value added, mixed-use investment strategies, family wealth planning and investments, estate and retirement planning, education planning, pension concepts, insurance, life coaching and goals, business consulting, tax advisory, preparation, and representation services to create integrated tailored financial solutions. We are committed to the highest standards of integrity and accuracy in all the services we provide.
Creating abundant personal legacies – dedicated to one family at a time, we provide strategic financial solutions based on transparent and trusted relationships. We plan, implement and work towards your goals for a sound and sustainable financial future
Help clients, their families, and businesses build wealth
Create and maintain relationships built on trust to optimize and achieve sound financial futures for clients
Knowledge is power. It is also the foundation for intelligent well-considered decisions
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Three Key Questions to Answer Before Taking Social Security
How to Make the Tax Code Work for You
Social Security: By the Numbers
Where Is the Market Headed?
After all, at the end of the day, it’s all about relationships
We can help secure your financial future, call Houser Financial Group now at 321.345.1145 or email us at firstname.lastname@example.org for a free financial consultation
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.