Susan John (AIF®, 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

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This Office

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