Susan John (CFP®)
Susan John focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
Planning Specialties
Family Wealth Strategies, Charitable Gifting Strategies, Heirloom Real Estate, Retirement Distribution strategies.NAPFA Start Date
May 20, 1991