Suzanne H Christian, CFP

About

There is no Time like the Present to begin Planning for Your Future

Story

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

Tax-advantaged investing - to reduce your tax liability and let more of your money work for you.

Retirement planning - to design an investment strategy to help you meet all of your retirement goals.

Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.

Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments.

Estate planning - for preservation of wealth from generation to generation.

Long-term care - to ensure that you and your heirs are well cared-for.

If this method of meeting your financial needs sounds appealing, please do not hesitate to call or email me.