Client/Advisor Relationship 

• Retirement planning
• Income planning
• IRA & 401k rollovers
• Stocks
• Bonds
• Annuities
• Mutual funds (You’ll have access to Institutional share classes)
• Event-based portfolio rebalancing
• Life insurance 
• Long-term care Insurance
• Estate planning
  

 Questions You Might Have

The number one concern that I hear the most is, "We don't want to run out of money!" The second greatest concern seems to be, "Will Social Security be there for me?"

Sue started the company in 2008 because she saw that Women, Seniors and Retirees have unique circumstances that seemed were not always being met in the financial industry. This can largely be attributed to that fact that these groups of people are moving toward or are already into the preservation and distribution phase of their lives, but a large number of advisors tend to treat them as if they were still in the accumlation phase. This practice seems to run contrary to the number one concern most clients voice - "We don't want to run out of money!"

Sue focuses on building client relationships through top-shelf service. She has helped many clients meet their objectives through simple and tax-efficient retirement strategies. She will look for ways for you to help reduce unnecessary fees, taxes and expenses. Sue believes financial planning is a process whereby the client-advisor relationship is a partnership and is committed to exceeding your service expectations.

We strive to:

• Provide you with straight forward advice regarding the financial decisions you face throughout your life.
• Help individuals in or near retirement grow, protect and preserve their assets.
• Provide you with financial solutions consistent with your values and objectives.
• Communicate clearly and forthrightly in all matters.
• Treat you with the respect and dignity you deserve.

Call today and schedule a visit for your complimentary analysis. Make sure your retirement is all that you dreamed it would be!