Is Susan right for you?

Thankfully, everyone is different. Susan’s acknowledgement of this simple fact guides her every step with clients. No piece of advice she gives regarding financial direction, amount and commitment is made without careful consideration of the unique personality and goals of the individual investor.

This is not to say that many of Susan’s clients do not share many similar characteristics. Typically, they can be described as smart, honest, loyal and fun-loving. They take an active role in their financial affairs and, while great savers, are willing to take what they think are reasonable risks. Many are retired or making firm plans toward ensuring a secure retirement. For them, having money means having greater freedom of choice. They enjoy a cooperative, rather than adversarial, relationship with their financial advisor.

If you identify yourself with these characteristics and find a highly personalized approach to financial advice appealing, the next step is to contact Susan to find out more.