Susan Pack (CFP®, CKA®, CPA/PFS)

Susan Pack focuses in the
following client markets or areas of practice:

Baby Boomers

Hourly

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Tax optimized planning (pre-retirement and post-retirement); Retirement income funding strategies; Longevity preparation (financial and practical);

Additional Information

Hourly Financial Planning; Comprehensive approach; Investment analysis may be added to a financial plan; Clients self-manage their portfolio (or want to learn how); Mid-Career: adjust now for late-career readiness; Late-career: analyze retirement readiness, retirement income planning, tax optimization; Learn from me: is your present state optimized for your specific complexity?