Team
I believe my approach adds a broader perspective to all I do and provides increased benefits to our clients.
I can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
I can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.
Susan Wasserman, CPA
727-347-7373
My firm has offered prompt, personalized service for over 30 years. In addition to my CPA designation, I am also a CFC, which involved extensive study in taxation, insurance, investment, retirement and estate planning.
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