Sussman Financial Planning offers all-encompassing services for our clients. As the most respected financial advisory firm in downtown Fort Lauderdale, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
From growing your wealth to planning for your family's future, Sussman Financial Planning is Fort Lauderdale's preeminent investment advisor. Whether you are a veteran of success or are just starting to manage your portfolio, Sussman Financial Planning can help you achieve your goals and surpass them in time.
From growing your wealth to planning for your family's future, Sussman Financial Planning is Fort Lauderdale's preeminent investment advisor. Whether you are a veteran of success or are just starting to manage your portfolio, Sussman Financial Planning can help you achieve your goals and surpass them in time.
Services
As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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