About Us

Suzy Black has worked in both the Insurance & Financial Arena for over 21 years, she began her career as a receptionist and became the Executive Director of a Publicly Traded Company only to discover that the one-on-one relations were far more important.

 

Suzy is a Licensed Stock Broker, Registered Investment Advisor and Chartered Retirement Planning Counselor who believes that you must not only focus on wealth creation, but just as much effort needs to be made to preserve that wealth; her clients did not lose one dollar during this economic downturn.

 

Suzy believes that taxes are at historical lows and that both seniors & baby boomers will be paying much more in taxes in the very near future, she also believes that the Roth IRA and correctly structured Life Insurance and Stretch IRAs can protect a portfolio from taxation and even leave an inheritance for future generations.

 

Suzy hosts a talk radio show called "Faith & Finance" each Saturday from 3 to 4 on The Word 100.7 and just published her first book, "Faith & Finance" it can be found on both barnesandnoble.com and amazon.com