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Our Personalized Services

Dedicated relationships to plan, implement and work toward your financial future

Houser Financial Group has a unique approach to working together with you, your family and your business to conduct seamless financial planning and investments, with tax advisory integration, preparation, and representations to create integrated personalized financial solutions.

Houser Financial Group works together with you, your family and business toward your financial goals, helping you reduce risk and build wealth.  Houser Financial Group is results-oriented – we save you time, while you receive more productive support to help achieve prosperity and improve a balanced life.  Our personalized concierge service includes quarterly reviews of your investments, tax integration, and planning, 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, retirement or elderly care planning.

Your financial health measures our success, and how confident you are about your financial future.  Houser Financial Group is positive that you will be comfortable working with our experienced team to plan, implement, and work toward a sound financial future.

We provide assistance in the following areas:

Financial Planning/Investments

  • 401(K)  Planning and Rollovers 
  • 403 (b) Planning 
  • Brokerage Accounts
  • Exchange Traded Funds
  • Fee-Based Asset Management Services
  • Mutual Funds
  • Portfolio Management
  • Traditional IRA
  • Roth IRA

Pension Concepts/Retirement Planning

  • IRAs
  • 401 (k) Plans
  • 401 (k) Rollovers
  • 403 (b) Retirement Accounts for Not-for-Profit Entities
  • Penson and Profit Sharing Plans
  • Retirement Plans
  • Simple Plans
  • Simplified Employee Pension Plan (SEP)

 Insurance

  • Disability Income Insurance
  • Elderly Planning
  • Fixed and Variable Annuities
  • Fixed and Variable Life Insurance
  • Long-Term Care Planning and Insurance

 Life Coaching and Goal Setting

Estate Planning

  • Business Owner Succession Plans
  • Charitable Trust Planning
  • Estate Plans and Trusts
  • Insurance Needs Analysis
  • Money Purchase Plans

Education Planning

  • College Funding
  • College 529 Plans
  • UTMA/UGMA Plans

General Accounting & Tax Planning

  • Tax Advisory and Tax Integration
  • Tax Preparation
  • Tax Representation before Local, State and Federal entities

 Business Consulting 

  • Ensure, accelerate improve success for new businesses
  • Strategies to path business profitability
  • Keep you up-to-date on technology advancements to help your business grow
  • Save time and money by helping manage your financial services and retirement plan
  • Business Succession Planning
  • Personalized advice based on your needs
  • Maximized your company’s 401(k) plans
  • Place you in the best position to be retirement ready
  • Provide referrals and networking for your company

Plan for your financial future Call Houser Financial Group now at 321.345.1145

or email us at [email protected] for a free financial consultation 

For More Info or to a Request Complimentary Consultation

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