Susan Strasbaugh (BS, CFP®, EA)

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

  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

We utilize our unique process, the Resourceful Retirement Solution, to assist clients in preparing for and transitioning into retirement.

Additional Information

Buckingham Strategic Wealth works with successful corporate executives, medical professionals and business owners to articulate their long-term financial goals, and to put into place the comprehensive plans to achieve these goals. We develop and implement investment strategies after a thorough review of your tax situation, estate planning needs and retirement goals. Please visit our website, www.buckinghamadvisor.com, for more information or to schedule a complimentary initial consultation.

NAPFA Start Date

February 24, 1999

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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.
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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.

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This Office

8580 Scarborough Dr Ste 145 Colorado Springs, CO 80920-7585 Phone: (719) 265-4600