At Houser Financial Group we understand the concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
We prepare you and your family for retirement through a tried and true financial planning process that includes identifying your goals and creating a personalized strategy to achieve them. We’ll walk with your family through this process; answering all your questions and helping you feel prepared for your transition into retirement with confidence.
Explore the Possibilities
Step One: We ask important questions.
As you're looking into the future, what does your ideal retirement look like?
What do you want to do with your time?
What would you like to accomplish?
How much money will you need each month to live comfortably?
Enrich Quality of Life
Step Two: We evaluate your current situation and take the following into consideration
Assets and savings
How much you’re putting aside for retirement each month
Health care costs
Social security benefits
What adjustments need to be made
Experience piece of mind.
Step Three: We update your plan to stay on track
Adjust meeting frequency that aligns with your retirement timeline
Keep us informed about life events
Stay updated on any significant shifts in the market
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 my foundation of success.
We’ll stay by your side throughout your years of retirement. Significant life changes during this time may necessitate a change of approach or a different income planning strategy. Our team is available to you throughout your transition and beyond.
Does Your Portfolio Fit Your Retirement Lifestyle?
18 Years’ Worth of Days
The SECURE Act
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