Create Your Financial Future Today
The decisions you make today have a profound effect on your future financial health. Are you sure your financial plan is right for you? Did your financial advisor tailor his presentation for your needs, or to fit a collection of products he represents?
At Householder Group Estate & Retirement Specialists we do not represent a group of investment products. You can rely on our advice to be in your best interest. We look for ways to save you money today and make your money work harder for you in the future.
We at Householder Group Estate & Retirement Specialists are proud to clearly and publicly state our goals and principles, which guide us each day as we service clients.
Our Vision
To improve the lives of our clients, by working with them to help accomplish their financial objectives.
Our Mission
To provide sound, unbiased advice on retirement planning, tax planning, estate planning, investments and risk management to our clients. Maintain an independent environment, where our advisors are free to focus on the best possible strategies for their clients.
Our Values
We have a duty of undivided loyalty to our clientele. We operate with integrity to earn the trust and confidence of our clients. We believe in continuing education and due diligence to stay abreast of our clients’ changing needs.
Helpful Content
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What’s My 2024 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.