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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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Retirement Planning

Why Retirement Planning Matters

Why Retirement Planning Matters

Whether it’s five or fifteen years away, retirement brings big questions about income, lifestyle, and security. Planning ahead helps you avoid financial uncertainty, make informed decisions, and feel confident about your future. A solid plan ensures a smoother transition into a retirement that’s not just financially stable, but truly fulfilling.

Common Questions We Help Clients Answer

How much should I save before I retire?

How much should I save before I retire?

When should I begin taking Social Security or pension income?

When should I begin taking Social Security or pension income?

How do I turn my savings into reliable income?

How do I turn my savings into reliable income?

What healthcare or long-term care costs should I plan for?

What healthcare or long-term care costs should I plan for?

How will inflation and taxes affect my retirement?

How will inflation and taxes affect my retirement?

What happens if I want—or need—to work longer?

What happens if I want—or need—to work longer?

Our Personalized Approach to Retirement Planning

We create retirement plans tailored to your lifestyle, income needs, and long-term goals. From identifying shortfalls to adjusting along the way, we’re here to help you retire 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.
We discuss your assets and savings, how much you’re putting aside for retirement each month, health care costs, social security benefits, and what adjustments need to be made.

Experience Piece of Mind.

Step Three: We update your plan to stay on track.
Adjust meeting frequency to align with your retirement timeline. You’ll keep us informed about life events.
We’ll stay updated on any significant shifts in the market to adjust when necessary.


Retirement Planning
Services We Provide

  • Identify retirement goals and income needs
  • Review assets, income sources, and timelines
  • Develop personalized savings and withdrawal strategies
  • Plan for healthcare costs, inflation, and longevity
  • Coordinate retirement accounts, pensions, and Social Security
  • Offer ongoing reviews and plan adjustments
  • Help with legacy planning and charitable giving

Knowledge Is Power

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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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

Who We Serve

We coach families, individuals, and business owners to embrace transitions and life with confidence.

Learn About Our Clients

Our Approach

Our systematic approach and processes provide clear direction and personal support to keep you on track.

See How We Work

About Us

Our firm provides independent, holistic guidance to guide you to embrace life's transitions.

Learn More About Us