Our Values

Move beyond investment returns to achieve a return on your life. We support you with:

Partnership

We collaborate with you to optimize your financial life—now and for the future.

Organization

We create order in your financial life at the “macro” level (which includes investments, insurance, and estate planning) and the “micro” level (which includes your current cash flow).

Education

We provide guidance for success. First, we uncover the details of your specific situation and goals. Then, we outline your options and explain the benefits and risks of each opportunity available.

Proactivity

We coach on methods for avoiding emotionally driven financial decisions. We then lend support at crucial moments by providing the latest research necessary to make informed choices.

Objectivity

We partner with you to anticipate and ease transitions in your life. We regularly assess planning opportunities and create an action plan to support you in managing these opportunities ahead of time.

Accountability

We support you as you follow through on financial commitments and goals, and we review your progress in achieving them.

What it's worth vs. what it costs for the value of real advice
Disclosure

Benjamin Houseman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K71980), CO, IL, MO, and SC. No insurance business may be conducted outside the states referenced.

Benjamin Houseman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3 Cityplace Dr Ste 690, Creve Coeur, MO, 63141, 314-722-6900. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, MO, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Benjamin Houseman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IL, MO, SC, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

HOUSEMAN FINANCIAL & INSURANCE SERVICES LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither HOUSEMAN FINANCIAL & INSURANCE SERVICES LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.