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
- 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