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Be the Hero of Your Financial Future

Financial planning is more than monitoring balance sheets and your return on investment. It's about generating a return on life—creating opportunities to live life the way you've always dreamed.

That's why we are here. Over the last decade, we have guided families and business owners through tough financial decisions in preparation for the years ahead. Whether it's retirement planning, business succession planning, or tax strategies1; we have the expertise to help you build a future that takes care of you and those you love.

We break your plan down at every stage, so it's easy to understand. Together, we'll develop a financial plan that cuts through the emotional side of planning and focuses, in plain English, on the opportunities ahead.

We are passionate about ensuring you have the utmost confidence in your future and support you with integrity, competency, and accessibility at every stage of our relationship. Ultimately, you deserve to make informed decisions, and you deserve to become the hero of your story.

We look forward to meeting you! Contact us directly or click here to schedule a meeting.

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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.