Our Services

Housen Financial Group is an Independent Wealth Management and Financial Services firm serving high net worth individuals, & families and private business owners. 

Our services include:

Investment Planning / Asset Allocation / Wealth Accumulation

Employer-Sponsored and Individual Retirement Plans - 401K's, IRA's, Defined Contribution & Defined Benefit Pension Plans

Estate Planning Strategies

Business Succession Planning for Corporate Clients

Insurance Offerings - Life, Health, Disability, Long Term Care & Group Plans

Our firm is designed to identify our client's objectives and concerns, and to assist them in satisfying both.