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 Personalized strategic financial solutions, investments, retirement, estate planning and tax integration

<strong>Houser Financial Group</strong>

Houser Financial Group

An entrepreneurial wealth management and independent financial advisor investment firm. Our seasoned Certified Financial Planner Practitioner (CFP®), Certified Public Accountant (CPA), and Florida Insurance Agent - Health, Life and Variable Annuity, 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

We can help secure your financial future now, call Houser Financial Group at 321.345.1145 for a free financial consultation

<b>Our Team's Mission</b>

Our Team's Mission

Help clients, their families, and businesses build wealth

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Client Experience &#38; Meeting Expectations

Client Experience & Meeting Expectations

Create and maintain relationships built on trust to optimize and achieve sound financial futures for clients

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<b>Our Resources</b>

Our Resources

Knowledge is power.  It is also the foundation for intelligent well-considered decisions

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Your Future

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.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Houser Financial Group follows three core principles:

  • Help clients, their families, and businesses build wealth
  • Create and maintain relationships built on trust to optimize and achieve sound financial futures for clients
  • Maximize results and save time for clients by providing seamless integration of financial planning, investments, accounting, tax advice, preparation and representation services

 
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 info@houserfinancial.com for a free financial consultation