As an Investment Advisor Representative and Life/Health Agent, Susan D. Marshall, CLU®, ChFC®, provides financial strategies for retirement as well as comprehensive health and life insurance options.
Susan helps business owners and families improve their retirement plans with strategies that help minimize taxes and maximize security. She also specializes in helping women who find themselves suddenly single strive to achieve financial independence, enjoy renewed confidence and have the ability to live the lifestyle to which they are accustomed.
Susan graduated from the University of Colorado and holds a lifetime teaching credential from Midwestern State University. In addition to helping over 1,000 clients address their financial needs, Susan has also owned and operated a dance studio, worked in the health and education fields, and navigated the challenges of being suddenly widowed when her three children were young.