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

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.