Broker Check


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



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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