Most of Susan’s clients don’t call her a financial advisor. They call her a trusted friend. Susan understands that each person’s goals are unique. That’s why she gets to know her client so well.
Because while nearly everyone says they want more money, what they really want is more freedom to choose the things that make them happy.
For one person, that might mean the freedom to work shorter hours, providing more time to spend with their children. For another, it might mean freedom from worrisome medical and assisted care costs. For another, it could mean a secure retirement and the freedom to travel or relocate.
Susan’s personalized approach precisely tailors financial planning to the individual goals of her clients. The “bottom line” is written with honesty, deep respect and a sincere interest in the people she serves. To Susan, this is not just a good way to do business, it’s a deeply held personal philosophy.
And she loves her work.
Combine this dedicated work ethic with Susan’s extraordinary level of knowledge and experience. The result is what many clients describe as something beyond a simple business relationship. Instead, they have a partnership with a trusted and superbly qualified advisor who has their best interests at heart.
t: 425.670.6500 | 4506 181st Pl SW Lynnwood WA 98037 | e: firstname.lastname@example.org
Securities & financial planning offered through LPL Financial, Member FINRA/SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, WA.
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