Retirement Planning – Protecting Your Health & Your Wealth takes Teamwork

When it comes to retirement planning it takes a team of experts to build a big picture solution.


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:

  • Protecting your future with Tax-Free Long Term Care.
  • Creating guaranteed income for life.
  • Key decisions that surround your retirement.

Schedule a time with Susan and determine what might be appropriate solutions for you:

• Have a plan for long term care
• How to achieve a greater level of security using a wide range of insurance planning solutions
• How to safeguard your family legacy

My work, my passion is comprehensive planning for business owners and their families. As an independent agent, I have the flexibility to offer products and services that meet your specific needs and cover what is most important to you. Call me. Let’s talk. —Susan D Marshall