Susan Pack (CFP®, CKA®, CPA/PFS)
Susan Pack focuses in the
following client markets or areas of practice:
- Baby Boomers
- Hourly
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Hourly
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Tax optimized planning (pre-retirement and post-retirement); Retirement income funding strategies; Longevity preparation (financial and practical);Additional Information
Hourly Financial Planning; Comprehensive approach; Investment analysis may be added to a financial plan; Clients self-manage their portfolio (or want to learn how); Mid-Career: adjust now for late-career readiness; Late-career: analyze retirement readiness, retirement income planning, tax optimization; Learn from me: is your present state optimized for your specific complexity?NAPFA Start Date
March 16, 2017
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.