After years of being forced to sell products from one organization, Susan decided it was time for a change. She asked her clients what services they would like her to offer to make their lives better, and this is what they wanted:

  • A financial professional who could explore the world of investment options to help them achieve their goals
  • Someone to take their risk level and goals into account to help provide income and/or wealth management for them
  • Diversified investments with multiple money managers and asset allocation
  • Someone who would help them with insurance and financial matters
  • Someone knowledgeable in estate planning issues
  • Someone who would work with them in a tax-effective manner
  • The ability to select how to compensate their financial advisor

It's my pleasure to help clients accomplish their goals.