About

Sue Fritz entered the insurance and financial services industry in 1998 and founded Fritz Financial & Consulting Services in 2006. In 2016 she expanded her practice with FL licensing and enjoys the Emerald Coast from Panama City to Pensacola. Sue is living her dream on the beautiful Gulf Coast, while still serving her current Michigan clients remotely. She visits Michigan during the summers to continue the personal service. Sue is currently accepting limited MI clients, and still offers the initial free consultation services.

PASSION:
Sue’s passion is to work with her clients to identify investment options ensuring families are protected and business transition plans are properly funded.

As life and business situations change, Sue services her clients with consulting, leadership and coaching.

MISSION:
Sue’s mission is to enthusiastically, passionately and professionally share her knowledge and understanding of the industry. Her specialty is agricultural and closely held business legacy transitions. She enjoys seeing and helping individuals who have spent their lifetime working hard with savings or asset growth. Sue offers specialized pre-retirement planning to help them solve their issues and follows the business planning through to proper funding.

Sue has years of agricultural experience and specializes in closely held family business. Most times there are very specific family dynamics and Sue utilizes her mediation skills to work through complex issues.

Michigan Mediation includes hours of multiple levels of certification and experience. Sue sees people to help them solve their issues with success in the highest challenges.

DESIGNATIONS:
Sue holds seven designations, including a CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) which are professional designations granted by The American College to individuals who are dedicated, qualified, experienced and ethical.  A ChFC, CLU prepares a plan for the protection you need throughout your lifestyle changes, giving you the protection you deserve.

Sue is licensed to sell insurance and annuity products in Michigan, Florida, and Texas.

PERSONAL:
Gardening for the future is not only her business analogy but also her favorite hobby, with her prior Michigan office hosting
award-winning landscaping.

Sue now enjoys sunrises to the East, sunsets to the West and million-dollar views South on the Gulf of Mexico, FL of the most beautiful emerald-color waters and the white sugar-sand beaches. Sue has added to her passion for gardening by including long daily walks to enjoy the sunshine, sand and sea with an attitude of gratitude.

Sue has two adult children and loves spending time with her nine (9) “grand darlings” and multiple nieces and nephews.