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Suzanne's extensive background in business and financial services spans 30 years, including senior leadership positions at Firstar, then the largest financial holding company in Wisconsin and Investors Diversified Services which at the time was the international leader in individual financial planning.
Her clients are generally between the ages of 50 and 75, who are seeking to accumulate wealth and preserve what they have worked hard to attain. They place a high priority on creating income that is predictable, inflation-adjusted and cannot be outlived. Legacy planning, wealth transfer and tax planning are also areas of focus.
As a fiduciary, Suzanne places great importance on meeting the specific requirements of each client. She is free to recommend only those strategies which best fit her client’s needs, goals and risk tolerance. Suzanne believes in on-going education for herself, staying current with new trends and strategies, products and services that are available in an ever-expanding financial marketplace. The primary objective is implementing a retirement strategy that provides for a financially worry-free retirement.
Formerly from Milwaukee, Wisconsin, Suzanne now resides in Scottsdale, Arizona.
Investment advisory services are required to be provided in accordance with the fiduciary standard- this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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