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Tag Archives: retirement 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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10
Jun, 2018
Susan D Marshall Insurance,Retirement Planning regulatory, retirement planning, tax strategies

News Flash

Susan holds seminars on the latest tax strategies, regulatory changes and other important news.

Check back to read the latest in her blog. Please submit a request for Susan to be a speaker at your next event. She loves to educate groups and empower them with retirement planning strategies.

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Contact Susan Today

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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