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Retirement Planning

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

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.


Why Susan D Marshall

Susan D Marshall provides comprehensive Health and Life Insurance, Financial and Retirement Planning. For 30+ years she has served over a thousand clients to: generate guaranteed streams of income, protect principal from stock market losses; pass IRA plans to spouses and children, while maintaining tax deferred status for multiple generations; eliminate probate and federal estate tax, reduce or eliminate taxes on social security and interest income. In short, to get Set2Retire.

Protecting Your Health & Your Wealth Is Teamwork For comprehensive financial and retirement 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

Susan’s credo for financial and retirement planning is: safety first, protect your principal, get a reasonable rate of return, and keep it simple. She helps ensure your hard-earned money lasts a lifetime, empowers you to maintain the lifestyle you are accustomed to – and unburdens your loved ones from a lack of financial planning. She says, “I see my clients building and protecting their wealth, gracefully riding the ups and downs of the market with strength and agility. And ultimately, experiencing the freedom and comfort to live a meaningful life.”

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


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

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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Client Story

Susan advocates for her clients above and beyond the typical role of an agent

I had an insurance client who was subjected to changes in her health insurance plan against her wishes. She was initially promised that she could keep her physicians which was critical to solving her complex health issues.

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