Financial Plans

Susan offers customized financial plans, tailored to meet specific client goals and needs.  Susan believes that financial plans provide options or  ROADMAPS  through the client's financial challenges to support a chosen QUALITY OF LIFE.

Susan's extensive experience in planning includes both Corporate and Individual plans with focus on Retirement, Education, Estate or Family Legacy, Business Succession and Achievement of Personal or Business Goals.

Portfolio or Investment Plans

Susan customizes investment and insurance plans to meet the client's major milestones. Susan notes key strategies within industry trends and delivers tools or building blocks in order for client to continually evaluate and measure outcomes.  Customized, objective portfolios, utilizing Institutional Quality Money Managers, are created with each client's goals and risk tolerances as their major guidelines

Institutional Quality Money Management

Managed Investment Systems is founded on the idea that capability, experience and a disciplined system are the keys to investment success.  Each client capitalizes on unique, world class, institutional level investment professionals with impressive credentials, substantial research capabilities and long-standing records of success.  Portfolios are constructed of mutual funds, ETFs, variable/fixed annuities, individual stocks, bonds, money market, CDs and insurance.

Insurance Analysis

Susan works with her clients on establishing and providing insurance to meet client's insurance goals in such areas as Estate preservation, Life, Long Term Care & Disability.