Are your financial and retirement choices limited by a lack of knowledge? Susan informs clients, CPAs and financial advisors of the latest tax strategies. Contact 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 tools
• 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