2950 Le Conte St.,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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 to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Susan M. Musil uses her forty years of experience in both the Omaha, Nebraska and Viera, Florida areas to cut through the confusion and stress that clouds the financial industry, helping retirees and pre-retirees enjoy their hard earned retirement.
Susan works with clients to provide the confidence that can only come from a secure financial plan. Using low risk, and low volatility investment strategies, she focuses on helping people protect the money that they've earned, and designs a distribution plan to allow them to use that money for the rest of their lives.
Susan takes an open, non-threatening approach within her planning process, inviting people to speak with her, and tell her their story to determine what solution makes the most sense for them, and their goals.
Susan uses this philosophy within her advisory firm, SMM Financial Services, to help people plan for their future, whatever that might hold. As a holistic advisor, Susan specializes in each individual aspect of a comprehensive financial plan, including tactical investment strategies, insurance, college planning, advanced tax planning, as well as estate and legacy planning.
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.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.