How does the advisor help clients – Key Takeaways:
Susan Burns, DBA Snug Harbor Financial Planning is a financial expert who specializes in helping clients achieve their financial goals. She provides personalized and comprehensive financial planning services to individuals and families to help them make informed decisions about their money.
Facts and Insights
With over 20 years of experience in the financial industry, Susan Burns has a thorough understanding of the complexities of the financial world. She stays updated on the latest market trends and regulations to provide her clients with the best possible advice. Her objective is to educate and empower her clients to make smart and strategic financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 1 |
| Time in Business | 20 years |
Financial Services Offered
Susan Burns offers a wide range of financial services to help her clients achieve their financial goals. These services include:
- Retirement planning
- Estate planning
- Investment management
- Tax planning and management
- Insurance planning and analysis
- Education planning
Client Types
Susan Burns caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- Young professionals
- High-net worth individuals
Fees & Compensation
Susan Burns is a fee-only financial advisor, which means she does not earn any commissions or incentives based on the products or services she recommends. She charges a flat fee or an hourly rate for her services, which ensures that her clients’ best interests are always the top priority.
Background
Susan Burns has a Bachelor’s degree in Finance and a Master’s degree in Financial Planning from reputable universities. She holds numerous certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®), which demonstrate her expertise and commitment to the financial planning profession.
Financial Advisor Disclosures to Know
As a financial advisor, Susan Burns is a fiduciary and is legally bound to always act in her clients’ best interests. She has a clean record with no disciplinary actions or complaints against her, ensuring that her clients can trust and rely on her for their financial needs.