2950 Le Conte St.
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Financial Stability Starts Here
Financial strategies tailored to your goals
Susan uses her forty years of experience to cut through the confusion of the financial industry to help retirees and pre-retirees enjoy their hard earned retirement. Learn more about Susan's approach here.
Using low risk, and low volatility investment strategies, Susan can help you protect the money that you have earned, and create a distribution plan to allow you to use that money for the rest of your life.
What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets? These are just some of the questions teaches retirees and soon-to-be-retirees how to answer.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.