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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 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 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.

A full list of services to help you prepare for today and tomorrow

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

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 free financial consultation