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

Planning Specialties

Family Wealth Strategies, Charitable Gifting Strategies, Heirloom Real Estate, Retirement Distribution strategies.

NAPFA Start Date

May 20, 1991


This Office

PO Box 2250 40 Mill Street, Wolfeboro, NH 03894-2250 Phone: (603) 569-1994