Our Financial Services
Comprehensive solutions tailored to your unique financial goals, backed by over 30 years of multi-industry expertise.
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.
Ready to align your financial future?
Contact us today to set up a personalized consultation and review your investment portfolio.