Susan L. George, AIF, AIFA

Susan George has brought financial well-being to individual and business clients for better than 15 years.

She specializes in balancing a life well lived with retirement planning and building family wealth for those who survive us.

Susan's approach is holistic, starting first with her client's expectations and objectives to live their best life, and then helping them navigate through the early stages of accumulation and growth.  She explains and guides families through the complicated maze of wealth management while keeping her fiduciary responsibilities to act in the best interest of her clients in the forefront.

She actively partners with skilled lawyers and other professionals to ensure the safety and well-being of her clients.

Susan's professional journey includes accreditation as an Accredited Investment Adviser (AIF) and also an Accredited Investment Fiduciary Analyst (AIFA).  These AIF and AIFA designations separate her from her peers.  As a result, Susan brings added levels of knowledge, experience and analysis capability to any business that desires to assess and improve their current Retirement Plans.  Her approach is to understand the company's financial retirement goals, to learn the corporate culture and to assist with their overall financial health including business insurance, growth strategies and exit planning.

Susan is here to serve you.  She'll try to protect your interests, and guide you to pursue your goals.