Susan’s credo for financial and retirement planning is: safety first, protect your principal, get a reasonable rate of return, and keep it simple. She helps ensure your hard-earned money lasts a lifetime, empowers you to maintain the lifestyle you are accustomed to – and unburdens your loved ones from a lack of financial planning. She says, “I see my clients building and protecting their wealth, gracefully riding the ups and downs of the market with strength and agility. And ultimately, experiencing the freedom and comfort to live a meaningful life.”