Stephen "Steve" Houser, CPA, CFP®
Financial Advisor, Transition Specialist - Registered Representative
Knowledge is power.
It is also the foundation for intelligent, well-considered decisions.
When retirement is in sight, sound decisions are vital in helping you pursue your goals and potentially avoid costly mistakes that can affect your future.
As a Certified Financial Planner Professional, a Certified Public Accountant, and Florida Insurance licensed-Health, Life and Variable Annuity 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 and financial goals, I will work with you to create a program that carefully balances investment strategies while seeking to preserve principal.
Today’s economic environment brings challenges, and opportunities often with factors that include potential rewards. I will work closely with you and your family to evaluate those opportunities to develop customized solutions to help you build a solid financial foundation.
Houser Financial Group is committed to high-quality standards with integrity and accuracy in all services we provide.
We believe 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, we will tailor financial solutions using three core principles:
- Help clients, their families, and businesses plan to build wealth
- Create and maintain committed 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, insurance, investments, accounting, tax advice, preparation, and representation services
After all, at the end of the day, it’s all about relationships.