Invest with Confidence

Helping you plan a bright future!

about me

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.

services

Comprehensive financial solutions services.

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 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.

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Latest financial News and Tips.

Understanding Annuities: A Key to Guaranteed Income in Retirement

When it comes to planning for retirement, ensuring a reliable income stream is a top priority for many. While Social Security, pensions, and personal savings are staples of retirement income, there’s one financial tool that stands out for its ability to provide predictable, steady payments: annuities. If you’re seeking financial

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The Benefits of Retirement Planning: Securing Your Future

Retirement planning is one of the most important financial steps you can take, yet many people put it off, often because it feels distant or overwhelming. However, starting early and making informed decisions about your retirement can provide significant benefits and peace of mind as you approach your later years.

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Why Everyone Should Consider Getting Life Insurance

Life insurance is one of those things that many people put off thinking about—sometimes because it feels like an unnecessary expense, or perhaps because it’s uncomfortable to consider the “what-ifs” of life. However, life insurance is an essential financial tool that can offer peace of mind and protect your loved

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Contact Me

It is never too early to get started on your investment plans. Tell me more about your goals, and I will get you started on a plan to achieve them.