Houk Financial
Like the Joshua tree—resilient, adaptable, and rooted in strength—Houk Financial stands as a symbol of endurance and growth.
Though not a traditional tree, the Joshua tree’s flexible structure and mysterious age reflect our philosophy: lasting stability built through adaptability and purpose.
We carry this same spirit in how we serve our clients and our Ohana Family—offering financial strategies that are strong, flexible, and designed to thrive in any environment.
Free Consultations

Trusted Financial Professionals for Military Families and Beyond

At Houk Financial - in accordance with JMiller Financial Services, Builders Integrity Group, and The Broker Group, we're committed to helping military service members—active, retired, or transitioning into civilian life—safeguard what they've earned. Your service has protected our country. Now, let our financial professionals help protect your financial future. You have nothing to lose and everything to gain from a free professional evaluation of your financial goals. We also assist non-military clients seeking reliable financial guidance as well. No one is left behind at Houk Financial; all are welcome!

Services Offered

At Houk Financial, our team specializes in helping military personnel and individuals safeguard their 401(k), IRA, and Thrift Savings Plan (TSP) accounts by transitioning them into secure financial strategies designed to protect and grow their future.
Our experienced financial professionals are dedicated to educating clients on safe and reliable retirement plans, annuities, life insurance, long-term care (LTC), wealth transition, estate planning, and other essential financial protection strategies.

* Whole Life Insurance – Guaranteed protection with cash value growth over time.* Term Life Insurance – Affordable coverage for a specific period to protect loved ones.* Indexed Universal Life (IUL) – Flexible coverage with the potential for market-linked cash value growth and protection against market falls.* Fixed and Indexed Annuities – Secure retirement income options with protection from market downturns.* Estate Planning Strategies – Ensure your legacy is passed on efficiently and according to your wishes.* Retirement Rollovers – Safely transition 401(k), IRA, or TSP funds into secure, growth-oriented accounts. * Long-Term Care (LTC) Planning – Protect your assets and ensure quality care in the event of a chronic illness or disability.
A person writes on a piece of paper while holding a pen in their right hand.
Providing Unparalleled Life Insurance and Financial Education, and Services Nationwide
Find out more about our life insurance and financial planning services.
Inquire Now by Contacting One of Our Financial Professionals Directly
A transparent background lines

About Us

Leveraging the knowledge and experience of one of our financial professionals who is a military veteran, we understand both the military lifestyle and the financial challenges that come with it. Our team takes a holistic approach to ensuring financial protection, integrating term life, whole life, and estate planning strategies into a complete, personalized plan. This approach is personal, transparent, and built on trust. Our financial professionals don't just create plans; they create peace of mind for those who have served our country.
Find Out More

Our Mission

Our mission is to dedicate full-time and part-time team members to their efforts to educate our military soldiers and veterans on how to protect their TSP accounts and safeguard their hard-earned investments. These brave men and women have dedicated their lives to protecting us—now it's our duty to ensure their financial future remains secure through free consultations. If this mission resonates with you, we invite you to join our team and pay it forward by helping protect the financial well-being of those who have served our nation.

Why Select Us?

We take pride in our mission-driven focus on education, transparency, and long-term value as financial professionals, educators, and advocates for military clients and their families. Unlike larger institutions prioritizing sales volume, we take the time to teach our clients financial protection strategies that secure TSP accounts, preserve retirement income, and build lasting legacies. With us, you won't just be purchasing policies; you will be gaining a trusted partner who ensures every decision strengthens your family's financial foundation.

Get Started Today?

Take the first step toward securing your financial future. Reach out to us today for exceptional life insurance and financial professionals, education, and planning services. Together, we'll build a plan that fits your life, your goals, and your family's future.

Considering Joining Our Team?

Click the “Contact Us Now” button below to learn more about how we operate. Be sure to fill out your information, and in the comment box, share which day of the week works best for you to attend one of our company webinars and we will get you signed up to attend! Here’s our business webinar schedule—find a time that works best for you! Mondays–Thursdays:6am PST / 8am CST / 9am EST9am PST / 11am CST / 12pm EST5pm PST / 7pm CST / 8pm EST (No evening meetings on Tuesdays or Thursdays)
Fridays & Saturdays:7am PST / 9am CST / 10am EST2pm PST / 4pm CST / 5pm EST
Contact Us
Ready To Join Our Team?
Click the button below to head over to our About Us page. Once there, choose the Calendly link beneath the team member you’d like to partner with and schedule your informational interview. We’ll take it from there and help you get started!
About Us