Our Process

As your dedicated financial planner, I'll guide you through your options one step at a time so you're constantly abreast of new opportunities.

Our Approach

This is what our process looks like:

Step 1: Listening to determine whether we'll be a good fit. As the hero of your financial story, you deserve to work with someone who truly cares about your immediate needs and your long-term goals. In our first meeting, we'll get a better feel for each other so we can determine whether or not we're comfortable working with each other.

Step 2: Develop your plan. As your go-to financial coach and resource, I'll aim to simplify your financial plan through easy-to-understand metaphors and sound financial advice.

Step 3: Maintenance and delivery over time. I'm here to support you—now and in the years to come by delivering a return on investment and a return on life.

Bottom line: I'm here to ensure you have the financial resources necessary in your life's business transitions—all while living the future you've envisioned!

Pyramid with Plan at base, Process at middle tier, and Product at top
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.