Houser Financial Group
FINANCIAL PLANNING/CONSULTANTSFINANCIAL SERVICESINCOME TAX SERVICE
Wealth Management and Independent Financial Advisory Firm
Certified Public Accountants, Tax Preparation, Tax Efficiency Planning
Certified Financial Planner Professionals
Family Wealth Planners
CPA (Certified Public Accountant), Life Member of FICPA, CFP® (Certified Financial Planner Practitioner)
FL Insurance-Health, Life, and Variable Annuities
Creating abundant personal legacies –dedicated to one family at a time, delivers private concierge service providing strategic financial solutions based on transparent, trusted relationships.
Houser Financial Group follows three core principles:
Help clients, their families, and businesses build wealth
Create and maintain relationships built on trust to optimize and achieve sound financial futures for clients
Maximize results and save time for clients by providing seamless integration of financial planning, investments, accounting, tax advice, preparation, and representation services
Committed Relationships Customized Solutions Integrity of Service
Office Location: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955. Serving the Space Coast - Brevard County, FL.
Securities are offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 1450 American Lane, Ste. 650, Schaumburg, IL 60173; phone 888-528-2987.
- Financial Planning/Investments: 401(K) ,403(B), Mutual and Exchange Traded Funds, IRAs, Portfolio Management, and more
- Pension Concepts/Retirement Planning, IRAs, 401(K), Plans and IRA Rollovers and more
- Insurance: Disability Income Insurance, Elderly Planning, Fixed & Variable Insurance/Annuities, Long Term Care Planning
- Education/College Planning : 529 College Savings Plans, Custodian UTMA/UGMA Plans, and more
- Certified Public Accounting, Tax Efficiency Planning and Tax Preparation Life Coaching/Goal Setting, Business Consulting