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Call or Text: 949-309-9962

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Susan’s Credo

Susan’s credo is: safety first, protect your principal, get a reasonable rate of return, and keep it simple. She has served over one 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.

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