RSVP

Skip to content

set2retire65@gmail.com
949-309-9962

Home
About
- Susan D Marshall
- Vision & Mission
Insurance
Retirement
- Retirement Planning
- Women Business Owners
Blog
Contact

RSVP

Home /
RSVP

Contact Susan Today

Call or Text: 949-309-9962

Send a Message

Get A Quote

Blue Shield of California

Dental and Vision

Oscar

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.