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