Learn how to create tax-free retirement income!
We'll walk with you to help you get to your imagined future.
Our goal is to help you build an amazing life of purpose that enables you to:
Take care of the people you love.
Support charities you care about.
Make a difference in the world.
Fiduciary* Susan Wieneke can assist you with finding solutions customized to fit YOUR life goals -- everything from creating personalized savings strategies for all your short- and long-term goals, to selecting the right investment products for you, working through estate considerations, advanced care planning, and setting up insurance protection for you and your loved ones.
Your financial goals and investment strategies should be as individual as you are. In listening to your unique story, she can help develop sound goals and strong foundational strategies to keep you on track toward your vision for the future. Whether you want to save for retirement, make sure your kids or grandkids graduate college debt-free, travel the world or build wealth to last generations, partner with Susan to realize the possibilities.
* (Investopedia definition: A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests.)
Problems We Help You Solve
Making smart decisions about your money
Taking care of those
Making sure your assets are not unjustly lost in litigation
Enhancing charitable gifts
Do you want to know how to alleviate longevity risk, sequence of returns risk, and physical/cognitive risk? I will show you by strategically integrating investments, income annuities, and life insurance, the potential exists to develop more efficient retirement income strategies that support a higher income level and could help alleviate risk than investment-only strategies. That’s why my back office insurance and investment partners include an Actuary, CFP, and next generation software tools that help us design the right product combinations for you!
Source: Optimizing Retirement Income by combining Actuarial Science and Investments by Wade Pfau May 2015
How We Serve You
The process is simple. Susan gets to know you and your goals. She uses next generation software to build simulations to identify ways to reach your goals. She works with her back office insurance and investment partners to research and find the best product solutions for you. Her back office partners include an Actuary, Certified Financial Planner, independent and unbiased product specialists, and Institutional Money Managers.
We'll do the homework, so you don't have to. We'll show you product options and their benefits, so you can choose the best solution for your situation.
Investment Advisor Representative
Susan has honed her critical thinking to build retirement plans based on proof. Her approach recognizes that the solutions for each individual and family are unique. That is why she doesn't sell financial products or turnkey packages, she offers fully designed client solutions. Susan is licensed to advise on life insurance, annuities, long term care insurance, and disability insurance. She is a fiduciary with a Series 65 security license which is the key that unlocks direct access to the best institutional money managers. She represents you in selecting the best money managers to help you achieve your investing goals. She works with absolute transparency to recommend the helpful tools that are specific to each client's needs, and best of all, Susan acts as a friendly guide and accountability partner to help you stay on track to reach your retirement income goals.
Tapping into her love of connecting with people and her genetic predisposition to figure out how things work and what needs to be done, Susan has developed a team of trustworthy professionals she can refer you to, should you need their services.
Married for 33 years, with three children, Susan is an avid golfer, snowmobiler and gardener. Her favorite vacation is a pilgrimage.