Where You Are
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.
Where You Want To Be
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.
How You Get There
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.