Broker Check

The Householder Group

(206) 517-2342
kbalin@householdergroup.com




Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Comprehensive Wealth Management

Our clients are retired, or about to retire, and want to protect the assets they have worked a lifetime to accumulate. That requires truly comprehensive wealth management. We believe there are five key areas of financial planning, and we service our clients in all areas.

Tax Planning

  • Maximizing use of tax advantaged investment vehicles
  • Multi-generational IRAs
  • Tax-free and tax-deferred investment strategies

Retirement Planning

  • Retirement plan distribution
  • Income strategies

Investment Planning

  • Portfolio analyis
  • Risk/return evaluation
  • Asset allocation

Protection Planning

  • Identifying current and future risk exposure
  • Analysis of current insurance coverage
  • Long-term care protection

Estate Planning

  • Minimizing probate expenses
  • Reducing or eliminating estate taxes
  • Assuring proper management of family assets