Retirement Planning – Protecting Your Health & Your Wealth Is Teamwork

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


Susan has direct access to highly qualified specialists for advanced financial and retirement planning 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 (life insurance for a key member of the business), Annuities, 401(k)/403(b)/IRAs and Women-Owned Businesses.


Call 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 tolls
• 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

My work, my passion is comprehensive financial 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