Susan Middleton (CFA®, CFP®, MS)

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

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Wealthcare: Our Financial Planning process.

An advice process designed to live the one life you have, the best way you can.

Premises of living your life the best way you can:
>Statistical Confidence in achieving goals YOU value
>>Without UNDUE sacrifice to your lifestyle
>>Avoiding UNNECESSARY risk

Additional Information

Why Counsel Fiduciary?

We are:

  • Fee-only

  • Un-biased

  • Independent

We employ:

  • Management to Goal

  • Fiduciary Standard of Care

  • Plans with Statistical Confidence

 

Isn’t achieving Financial Independence as daunting as summiting a mountain?

Once you’ve achieved Financial Independence, how will you ensure you don’t run out of money before you run out of time?

Counsel Fiduciary: Your Financial Sherpas

Counsel Fiduciary’s sole mission is to help you safely, reasonably, plot the course of Financial Independence in a simple, concise, actionable and achievable way. Let us embark on a journey of Financial Independence. That mountain is daunting. Together we will summit and return safely to sea level, without the worry of running out of money before you run out of time.

NAPFA Start Date

June 01, 2020

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This Office

575 Lexington Ave Fl 4 New York, NY 10022-6146 Phone: (646) 308-1400