Congratulations Susan
On Being Named a
2009 FIVE STAR Best in Client Satisfaction Wealth Manager
Fee-Only, Objective Financial Planning
- CFP, NAPFA registered advisor
- Unbiased advice and exceptional service
- Comprehensive wealth management and planning
Area of Focus: Retirement and estate planning, professional investment management, charitable strategies and business succession planning
Advisor is licensed/registered to do business with U.S. residents in the states of: IN
Elser Financial Planning Inc. and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Elser Financial Planning Inc. clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.