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OUR SERVICES

Client Centered

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 – saving you time, while you receive more productive support to help achieve prosperity and improve a balanced life.  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.

How We Work

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. 

Learn more

We offer comprehensive financial planning to assist our client's success in the areas of life that are most important to them. Here's a full list of services to help you prepare for today and tomorrow

Financial Planning/Investments (Certified Financial Planner Professional)

  • 401(K)  Planning and Rollovers 
  • 403 (b) Planning 
  • Bonds
  • Stocks - 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
  • Pension and Profit Sharing Plans
  • Retirement Planning 
  • Retirement Plans
  • Simple Plans
  • Simplified Employee Pension Plan (SEP)

 Insurance (FL Insurance License - Health, Life, & Variable Annuity)

  • Annuities
  • Disability Income Insurance
  • Elderly Planning
  • Insurance Strategies to Protect Your Family
  • Life Insurance 
  • Long-Term Care Planning and Insurance

 Life Coaching and Goal Setting

Divorce Financial Consulting

  • Transition Planning
  • Distribution of Assets

Estate Planning

  • Business Owner Succession Plans
  • Charitable Trust Planning
  • Estate & Gift Planning
  • Establishing Trust Investment Accounts
  • Inherited IRAs
  • Insurance Needs Analysis
  • Money Purchase Plans
  • Wealth Accumulation Strategies

Education Planning

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

Accounting & Tax Planning (Certified Public Accountant)

  • Tax Advisory and Tax Integration
  • Income Tax Returns (Federal & State)
  • Estate & Gift Tax Returns
  • IRS 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

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