History
We have developed a customized financial program to help others to enjoy the step-by-step process that keeps the clients happy and make them feel confident in their financial decisions
Specialties
Wealth Management services. 401k rollover assistance and management. Investing, Stocks, Bonds and Mutual funds. Life Insurance, Long term care insurance, Annuities. Our advice is focused on you and your personal needs and risk level. Fee based service is available. Consulting or Management of your IRA, your stock holdings or your mutual funds. Susan has over 15 years experience. She will help you set the plan in action that will ensure a financially comfortable retirement. Wealth creation and protection are the primary focus of our practice. Personal service at its best. .