Service Overview for Individuals
Householder Group offers a wide variety of services to meet the financial objectives of individuals. We work closely with each client to determine their specific needs. A clear, concise, and flexible plan is created. We help you put that plan into action, and we regularly review your situation for any necessary adjustments that might need to made to the plan. It is an ongoing process, and we are with you every step of the way.
How confident are you in your existing plan? Would you like to find out if there is any room for improvement? Call Householder Group today and solidify your plans for today and tomorrow.
- ESTATE PLANNING
- RETIREMENT INCOME PLANNING
- TAX PLANNING
- INVESTMENT ANALYSIS
- RISK MANAGEMENT
- OTHER SERVICES
- Reduce probate expenses, delays and publicity
- Reduce or eliminate estate taxes
- Assure proper management of family assets
- Evaluate proper manner of holding title to property
- Prepare post-death planning and tax strategy
- Prepare IRA rollovers
- Analyze and redesign portfolios
- Develop annual budgets for saving and investments
- Establish Eternal IRAs
- Help clients to retire with a comfortable standard of living
- Help you to maximize use of tax deductions
- Defer taxes
- Shift income between family members
- Reduce taxes through appropriate investments
- Match investment vehicles with goals and needs
- Evaluate specific investments
- Consider and explain tax consequences
- Analyze risk/return trade-off
- Maintain family income in the event of disability or death
- Identify current and future risk exposure
- Evaluate current coverage cost-effectiveness
- Plan for long-term nursing care
- Implement insurance and investments with securities offered through Securities Service Network Inc., member FINRA/SIPC. Householder Group does not represent proprietary products or participate in the underwriting of public offerings.
- Write wills, trusts, buy-sell agreements, and other estate planning documents provided through knowledgeable and experienced estate planning attorneys. Householder Group does not render legal advice.
ESTATE PLANNING
- Reduce probate expenses, delays and publicity
- Reduce or eliminate estate taxes
- Assure proper management of family assets
- Evaluate proper manner of holding title to property
- Prepare post-death planning and tax strategy
- Prepare IRA rollovers
- Analyze and redesign portfolios
- Develop annual budgets for saving and investments
- Establish Eternal IRAs
- Help clients to retire with a comfortable standard of living
- Help you to maximize use of tax deductions
- Defer taxes
- Shift income between family members
- Reduce taxes through appropriate investments
- Match investment vehicles with goals and needs
- Evaluate specific investments
- Consider and explain tax consequences
- Analyze risk/return trade-off
- Maintain family income in the event of disability or death
- Identify current and future risk exposure
- Evaluate current coverage cost-effectiveness
- Plan for long-term nursing care
- Implement insurance and investments with securities offered through Securities Service Network Inc., member FINRA/SIPC. Householder Group does not represent proprietary products or participate in the underwriting of public offerings.
- Write wills, trusts, buy-sell agreements, and other estate planning documents provided through knowledgeable and experienced estate planning attorneys. Householder Group does not render legal advice.
, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.