A Comprehensive Approach to Your Financial Future
Choosing a financial advisor is a major decision. That’s why you’ll appreciate the fact that Susan is not “just” an experienced Investment Advisor Representative, Life/Health Agent and retirement planning expert. She’s also a Fiduciary who is legally bound to always act in your best interests, only providing recommendations that she believes are the best fit for you.
This is important, because advisors who are not Fiduciaries can select investments based on which will result in the biggest fees for them.
There’s a lot more to financial planning than deciding how to invest your assets.
Check out the insurances we cover
Learn More About Different Insurances
Health Plans and Medicare Solutions – Finding the Right Fit
Like Automobiles, Life Insurance Has Evolved
If You Need Long-Term Care, How Will You Pay for It?
Struggling to Make Sense of Your Medicare Options?