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Tag Archives: financial planning

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10
Jun, 2018
Susan D Marshall Insurance,Retirement Planning financial planning, insurance, retirement planning

When Life Happens

Finding My Purpose – Susan D Marshall

My husband and I thought we were all set to retire. And then, in 1998 my life changed in an instant when my husband died in a plane crash. I had to learn to breathe again and put my life back together. When an insurance carrier refused to pay-out I needed advice and a strong advocate.

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Call or Text: 949-309-9962

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Blue Shield of California

Dental and Vision

Kaiser Permanente

Oscar

Aetna/UHC Medicare

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.

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