Broker Check
Your Financial Partners Simplifying the Complex A Personalized Approach Lifelong Relationships
Access your account today!Account View

Understanding Today's Financial Environment

Welcome, we're Householder Group Estate & Retirement Specialists, a financial organization in Brea, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Services We Offer Meet the Team Contact Us

Calculators

Learn More

Workshops

Learn More

Articles

Learn More

Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."



Thank you! Oops!

Helpful Content

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Surprises

Making the most of surprises is a great reason to work with us.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow