Susan Einberger (CFP®, MBA)


Susan Einberger focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- College/Education Planning
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Comprehensive financial planning with a keen focus on tax planning (including preparation!).Additional Information
Building the Foundation (age 25-35): we'll focus on a spending plan that allows you to establish an emergency fund and buy your first home, while saving for retirement. Rapid Accumulation (age 35-55): we'll focus on building your net worth via smart and tax-wise decisions. Planning topics may include saving for retirement, saving for kids college (if applicable), employee benefit coordination, guardianship/estate planning, proper insurance, and tax planning. Retirement (55-75): we'll help you transition into retirement. Planning topics may include tax-wise distribution of assets, Medicare enrollment, when to claim Social Security, estate planning, and proper insurance.NAPFA Start Date
February 01, 2022