We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom-suit their needs and objectives. Advisory Services are offered through Arete Wealth, an SEC Registered Investment Advisor. Please be advised that presently, Susan Marshall holds a Series 66 license in California and Nevada.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice, tax advice, or recommendation. Products offered through Arete Wealth will fluctuate in value and are subject to investment risks including possible loss of principal.  Please consult a tax advisor regarding any tax consequences for your specific situation.

The information is being provided as a courtesy. When you link to any of these websites provided herewith, you are leaving this site. Arete Wealth or Susan Marshall makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company or Susan Marshall liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. When you access one of these sites, you are leaving this website and assume total responsibility and risk for your use of these sites.

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