Susan Goodell (BA, CFP®, M.Ed.)

Susan Goodell focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Cash Flow/Budgets/Credit Issues
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Otto & Associates, Inc., located in Norwich, Vermont, and Katonah, New York, is a Fee-Only financial planning firm providing a full range of financial planning services. "Fee-Only" means that we do not sell any products or receive a commission for investing money in a specific fund.  For us, the "Fee-Only" distinction is crucial. Our policy of charging fees on an hourly basis or as a percentage of assets under management ensures that clients’ interests are being served as impartially as possible, and that we are adhering to the fiduciary standards of acting in good faith and in the best interest of our clients.

 

 

 

Additional Information

Susan Otto Goodell has been working in the Norwich office of Otto & Associates since 2007 and completed the CFP® certification process in 2011.  She also devotes one day a week to teaching adults and children with disabilities at High Horses Therapeutic Riding program, where she serves as Lead Instructor.  Prior to becoming a CFP®, she was a third grade teacher at Newbury Elementary School for 15 years.  Susan has a Bachelor’s Degree from Bates College and a Master’s in Education from Antioch New England. 

NAPFA Start Date

September 11, 2009

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This Office

PO Box 1203 Norwich, VT 05055-1203 Phone: (802) 649-1946