Services

Financial Services and Consulting

Sue will walk through your questions with you and help you take the right steps to achieve your financial goals. Count on Sue for leadership, coaching and personal service!

Contact Sue today for a consultation.

Financial Planning

MONEY MANAGEMENT
Sue educates you in the Dave Ramsey way to put you in control of your money - You tell it what to do and where to go!

COLLEGE SAVINGS
Understand your options when it comes to investing for your child's future.

RETIREMENT PLANNING
IRAs and retirement savings plans for individuals and businesses. Pension maximization with Social Security projects and analysis of options to maximize benefits. 401K and 403b rollovers, Roth IRA's.

INVESTMENTS
Advising related to stocks, mutual funds, real estate, annuities, and more.

MUTUAL FUNDS
Controlling and providing annual review.

Insurance

LIFE & HEALTH INSURANCE
Low term insurance rates from Sue's highly rated insurance partners.

DISABILITY INSURANCE
Make sure you're protected from the loss of income due to injury or illness.

LONG-TERM CARE INSURANCE
Coaching and consultation to avoid nest egg depletion.

Small Business Planning

Tax advantaged planning for individual and small business owners, business transition plans for small to medium business owners, including agricultural and closely held family business planning.