Comprehensive financial solutions for every need
With over 30 years of experience in the financial industry, I am committed to providing clear, actionable, and personalized financial solutions. I have built a career around helping individuals and families achieve their financial goals by offering expertise in a variety of critical areas.
Having worked as a stockbroker, income tax preparer, loan officer, life insurance agent, and financial planner, I understand the complexities of wealth management and the unique challenges that come with planning for the future. This diverse background allows me to offer a holistic approach to your financial needs, ensuring that each aspect of your financial life is carefully considered and aligned with your goals.
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Fill out the form below to receive customized guidance on your retirement and financial strategy.
Expert Financial Services
Explore how targeted planning can secure your money and help your estate grow safely.
Tax Consulting
I have over 13 seasons of experience preparing income tax returns, and I can show you how to minimize the tax you pay on your investments and retirement plan distributions. I can also show you ways to exempt a portion of your assets from taxation with retirement plan contributions and backdoor Roth IRA conversions.
Life Insurance
I offer a range of life insurance options, including term life, whole life, and universal life insurance, each designed to meet your unique needs. Whether you’re looking to replace lost income, cover outstanding debts, or leave a legacy, I provide personalized guidance to help you make an informed decision.
Annuities
My annuity services are designed to give you peace of mind, knowing you’ll have a steady source of income to cover expenses and can enjoy your retirement with confidence. Let me help you create a strategy that guarantees both security and flexibility, tailored to your financial goals and retirement plans.
Retirement Planning
At Cussen About Money, I specialize in comprehensive retirement planning services designed to help you achieve a financially secure and comfortable retirement. With over 30 years of experience in the financial industry, I work closely with you to develop a personalized retirement strategy that aligns with your goals.
Schedule a Consultation
I can maximize your retirement income, long term care coverage, and financial legacy. Call me today to schedule an appointment.