Planning for college, diversifying investments, determining life insurance, establishing estate documents.
Susan is named a “5-Star Wealth Manager” in Indianapolis Monthly magazine. Only 7% of Indianapolis financial advisors recieve this honor.
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Determined In Your 50's?
Maximizing retirement savings, examining executive compensation options, considering retirement options and timeframe.
Choosing age for Social Security receipt, determining comfortable spending level in retirement, considering family gifting goals, reviewing estate goals.
