Broker Check

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

727-432-7456

727-347-7373

swasserman@tampabay.rr.com

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.
Read more