I grew up in a blue collar family, and while money was very scarce, the love of our family was unconditional and created a true sense of security.
I didn't realize the value of these attributes until I married a very successful man, and money became abundant. However, love was very scarce, and the sense of security was no longer there.
We eventually divorced, and being on my own financially for the very first time in my life, I knew I preferred abundance, but my dilemma was where to start. Financial investing felt complicated, and I wasn't comfortable with the advice I was receiving primarily from men. Personally, I compare it to trying to match up a penguin with a peacock!
I discovered I wasn't alone in how I felt; many women feel insecure, or not confident about managing their personal wealth. My solution was to go back to school, open my own practice, and commit myself to empowering other women so they too would feel comfortable and capable of managing their own financial affairs. Now I help women understand that true abundance is not about how much money we have, but rather is about being able to use the money we have to live the life we want!
Susan is a graduate of Lawrence Technological University. Her career has included over 20+ years in various managerial Sales and Marketing positions within a Fortune 500 Company. She is licensed and certified as a Life Insurance Counselor, which means she is an expert on the provisions/riders found in life, health and retirement annuity contracts, and knows how to maximize these financial products to the specific needs of her clients. She is also Certified in the 6 Sigma Quality Methodology, and the Government FERS Program. She uses a comprehensive retirement planning/analysis software for the detailed Financial Analysis, which creates multiple scenarios based on a client's personal goals/desired timelines. On a personal note, get to know her a little better........
Susan works with several U.S. based Financial and Insurance Marketing Organizations to ensure she always has access to the best training and products for her clients. Susan has key relationships with several local experts to serve her and their clients better, i.e., CPA's, Elder Law Attorneys, and Mortgage and Real Estate Professionals. For example, to assure retirement and tax planning is always part of the conversation, she often is requested to attend annual tax preparation meetings.
Only the ones with the strongest financial ratings, meaning A or A+ in 90% of cases, with names you recognize and can trust! Being an independent producer assures a large selection of insurance carriers to pick from, and that the product was chosen based on your specific needs.
We respect our clients busy schedules, and strive to always meet during the hours that work best for you; we also use technology to minimize the need for multiple meetings, and to streamline processing times. By submitting your information you will be contacted by a financial professional and may be solicited to purchase life. health or an annuities at a future date.
It is surprising how many people don't really know how much their monthly fixed expenses are. How can we properly plan for retirement without knowing this number? Another eye opener is realizing and planning for the fact that the Government is a key partner who will get a percentage of the current dollar amount in your 401-K, SEP or Traditional IRA's. If taxes go up, so does their percentage - be prepared!
"Susan is a true confidant. We can count on her always going above and beyond when it comes to knowing which products meet our needs." J Westberry - White Lake, MI
"Susan takes great pride in delivering excellent customer service. " T. Smith - Shelby Twp, MI
"Susan knows her stuff - and makes the complicated world of understanding annuities very uncomplicated." C. Vanderson - Tampa, FL
Note: Testimonials were not solicited for and individuals did not receive any type of compensation.
I love to learn, and share my knowledge to help my clients feel more confident in their financial decisions, and in recommending me to a family member or friend. I will often share independent views I agree with on a subject you may find interesting......
You have seen the commercials; you have heard the many negative things he says about annuities. Read what an esteemed PBS speaker thinks, who gives you the "real story" behind Ken Fisher's marketing campaign.
BTW, this Billionaire money manager recently spoke about how he built his Company at the 2019's Tiburon CEO Summit, and compared the process of gaining a client's trust to "trying to get into a girl's pants."
Mr Fisher, I found your comments highly offensive, and applaud the men and women who are pulled their accounts from under your management. The change in your TV advertising is duly noted; he decided its time to show a few women in powerful positions. Laughable and to little to late
Do you charge a fee? Yes, a flat fee based on work performed. However, if I also earn a commission if or when we put products in place, the flat fee is often waived/refunded.
Do you act in the role of fiduciary with your clients? Yes, as a certified insurance counselor it is my primary responsibility and intention to always act in the best interests of the client first.
How do I know what my current Financial Advisor's fees are, and if they are reasonable? Great question You should ask, and then let's chat!
What's the difference between a Medicare Advantage Plan and a Medicare Supplement? Primary difference is a Supplement plan gives you many more choices - you can choose which doctor, which hospital, and where you want your care to be given at. I believe Advantage Plans quickly become "disadvantage plans" when you get really sick, and consequently, do not sell or recommend them."
Copyright © 2017-2019 STG Solutions - All Rights Reserved. Prepare for your retirement with STG Solutions in Michigan, Florida, Georgia, North and South Carolina. We work with pre-retirees to plan and prepare multiple streams of guaranteed income for your retirement. .
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