About
Houser Financial Group is a Rockledge, FL firm providing tax and financial planning services through a wealth management setting. Its site describes services that include tax efficiency planning, estate planning, financial planning and investments, and retirement planning for clients, families, and businesses.
Founder and wealth advisor Stephen "Steve" Houser is listed as a CPA and CFP® professional. The firm’s about content states that he helps clients with tax advice, tax preparation, representation, accounting services, and mixed-use investment strategies. The source material also notes insurance licensing and securities registrations, supporting a planning approach that connects tax, investment, retirement, and estate considerations.
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