Retirement Decisions…

Susan’s mission is for her clients to experience a high quality of life — today and tomorrow.

Retirement Decisions

Protecting Your Health & Your Wealth Is Teamwork For comprehensive planning, Susan has direct access to highly qualified specialists for advanced strategies. They include A-rated insurance carriers and a network of legal and tax professionals. Her specialties are: Comprehensive Planning, Budget & Debt Management, College & Retirement Planning, funding Business Succession Plans and Key Man Insurance, Annuities, 401(k)/403(b)/IRAs and Women-Owned Businesses. Read More

Strategies For Business Owners

Are your financial and retirement choices limited by a lack of knowledge? Susan D Marshall informs clients, CPAs and financial advisors of the latest tax strategies.

 

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Why Susan D. Marshall

Susan D. Marshall provides comprehensive Health and Life Insurance, Long-term care insurance and generalized planning. For 30+ years she has served over a thousand clients to protect themselves and their peace of mind knowing they are covered!

Protecting Your Health & Your Wealth Is Teamwork For comprehensive planning, Susan has direct access to highly qualified specialists for advanced strategies. They include A-rated insurance carriers and a network of legal and tax professionals. Her specialties are: Comprehensive Planning, Budget & Debt Management, College & Retirement Planning, funding Business Succession Plans and Key Man Insurance, Annuities, 401(k)/403(b)/IRAs and Women-Owned Businesses. Read More

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Susan’s credo when approaching insurance is: it’s not about what you need, it’s about what you want. She believes that planning ahead for all eventualities ensures your hard-earned money lasts a lifetime, empowers you to maintain the lifestyle you are accustomed to – and unburdens your loved ones from making choices for you. She says, “I see my enjoying the freedom that comes knowing they are covered, gracefully riding the ups and downs of the life with strength and agility. And ultimately, experiencing the freedom and comfort to live a meaningful life.”

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Are your financial and retirement choices limited by a lack of knowledge? Susan informs clients, CPAs and financial advisors of the latest tax strategies. Contact Susan to analyze your financial situation and determine:

• The appropriate level of risk to assume
• How to achieve financial security using a wide range of insurance and financial planning tools
• How to better manage taxes for yourself, your business and your estate
• The best plan for a secure retirement
• How to safeguard your family business

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News

Stay tuned to the latest in client experiences, insurance regulatory changes and so much more!

Making a meal stretch

I thought of so many times when my mom would have an extra guest show up and she would share with me. “Okay, we need to figure out how we’re going to make this meal go a little further.”

So, she would add some extra potatoes or maybe rice or an additional vegetable dish or maybe just throw some extra leaves in the salad, just to make the meal be enough for everybody. She also always said F.H.V. – Family Hold Back to make sure the guest received their fair share first.

It reminds me about the lady and the bottles of oil in the Bible and how by trusting Jesus, her oil just continued to grow and grow, she was able to be wealthy. It makes me think about how if we are smart with our money – there are ways we can continue to make our money grow and never run out.

Delicious Pasta Salad

When Life Happens

Finding My Purpose – Susan D Marshall

My husband and I thought we were all set to retire. And then, in 1998 my life changed in an instant when my husband died in a plane crash. I had to learn to breathe again and put my life back together. When an insurance carrier refused to pay-out I needed advice and a strong advocate.

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News Flash

Susan hosts educational seminars/webinars on how to protect yourself against all eventualities:

  • Protecting your Future with Tax-Free Long-Term Care
  • Key Decisions for Women in Retirement
  • Medicare Solutions

Check back to read the latest in her blog. Please submit a request for Susan to be a speaker at your next event. She loves to educate groups and empower them with strategies.

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