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.