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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, 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.

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
  • Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

 A financial plan’s true value comes with its implementation.  Let us help you attain financial freedom by requesting a Free Consultation!

Request Your Free Consultation

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 Annuities)

  • 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

Estate Planning

  • Business Owner Succession Plans
  • Charitable Trust Planning
  • Estate and Gift Planning
  • Establishing Trust Investment Accounts
  • Inherited IRAs
  • Legacy and Wealth Transfers
  • 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
  • Tax Efficiency Planning
  • 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