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Our Commitment

Houser Financial Group has a unique, all source approach to working together with you, your family and your business. We provide seamless financial advising, family wealth planning and investments, business consulting, tax advisory, preparation, and representations with accounting services to create integrated tailored financial solutions.

Life has many moving parts, and transitions are challenging. We are prepared to help you with each challenging life transition on your personal journey, whether it's getting married, buying a new home, starting a new business, planning for retirement in the next few years, establishing college accounts, or setting up custodial funds for your children or grandchildren. We are also prepared to help when you have a separation of employment, a divorce, a sale of business or if you would simply like to discuss the basics of how to begin saving and planning for your future.

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 long-lasting 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 - understanding your income needs, risk tolerance, and asset allocation needs. 

At Houser Financial Group we are committed to working with you to create a sustainable long-term financial future.

A personal financial advisor will:

  • Get to know you, your goals, and your unique financial situation.
  • Work closely with you to create a personalized financial plan integrated with tailored financial solutions.
  • Collaborate with you to keep track of your plan’s progress.
  • Rebalance your portfolio as necessary and work with you to update your plan when significant life changes in occur.
  • Meet with you on a regular basis.

We believe success is best measured not just by your financial health, but also by how confident you are about your financial future. You can feel confident that our team will offer investment guidance and support designed to meet your specific needs.

 After all, at the end of the day, it’s all about relationships

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