Broker Check

Stephen "Steve" Houser, CPA, CFP®

Stephen

Transitional Specialist

321.345.1145
[email protected]

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and potentially avoid costly mistakes that can affect your future.  

As a financial professional, a certified public accountant, and a retirement income specialist, with a combined experience of 40 years, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies while seeking to preserve principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to potentially reap those rewards. I enjoy helping people build a solid financial foundation plan for the future.

Steve Houser and the Houser Financial Group are committed to high standards of integrity and accuracy in all services we provide.

Steve believes in creating abundant personal legacies – dedicated to one family at a time while building long-term relationships based on trust, transparency, and personalized quality service.  Steve’s vision to develop a comprehensive client service oriented business is the heart of Houser Financial Group.  Working together with you, your family and your business, Steve will tailor financial solutions using three core principles:

  • Help clients, their families, and businesses plan to build wealth
  • Create and maintain relationships built on trust to optimize and work toward sound financial futures for clients
  • Maximize service 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 plan for your financial future, call Houser Financial Group now at 321.345.1145 for a free financial consultation