Helping clients navigate the challenges of managing finances to live life with meaning and significance, while investing their lives and their resources to change the world
We work together with you, your family and business toward your financial goals, helping you reduce risk and build wealth. We are results oriented, and use an all source approach to optimizing your financial future. Our personalized concierge service includes financial planning, quarterly reviews of your investments, tax integration, and addressing any financial changes to needed to meet your family’s needs - from buying a new vehicle or home, the birth of a baby, launching a new business, college planning, egg nesting, retirement or elderly care planning.
Your financial health measures our success, and how confident you are about your financial future. We positive that you will be comfortable working with our experienced team to plan, implement, and work toward a sound financial 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 our foundation of success. We take a personalized approach to illustrate your financial needs, work closely with you to identify areas for improvement, and help make your goals a reality.
Financial Planning/Investments (Certified Financial Planner Professional)
Pension Concepts/Retirement Planning
Insurance (FL Insurance License - Health, Life, & Variable Annuities)
Life Coaching and Goal Setting
Divorce Financial Consulting
Accounting & Tax Planning (Certified Public Accountant)
Financial Planning & Investing
Tax & Accounting
To Schedule an appointment
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 321.345.1145 or Email for your no cost or obligation financial consultation