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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