As an Investment Advisor Representative and Life/Health Agent, Susan D. Marshall, CLU®, ChFC®, provides financial strategies for retirement as well as comprehensive health and life insurance options.

Susan helps business owners and families improve their retirement plans with strategies that help minimize taxes and maximize security. She also specializes in helping women who find themselves suddenly single strive to achieve financial independence, enjoy renewed confidence and have the ability to live the lifestyle to which they are accustomed.

Susan graduated from the University of Colorado and holds a lifetime teaching credential from Midwestern State University. In addition to helping over 1,000 clients address their financial needs, Susan has also owned and operated a dance studio, worked in the health and education fields, and navigated the challenges of being suddenly widowed when her three children were young.

With Susan You’ll Be Working With A:

Investment Advisor Representative
Life/Health Agent Expert
Retirement Planning Expert
Financial Fiduciary
Chartered Financial Consultant®
Chartered Life Underwriter^®
Safety First Advisor

Our Services Include:

Retirement Planning
Investment Advisory
Estate Planning
Financial Planning
Wealth Management
Retirement Income Planning
Income Tax Planning
Insurance Needs
& Much More!

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Advisory Services are offered through Center Street Advisors (CSA), an SEC Registered Investment Advisor. Please be advised that presently, Susan Marshall holds a Series 66 license in California and Nevada. For residents of other states in which registration is not held, proper licenses and registrations must be obtained before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice, tax advice, or recommendation. Products offered through Center Street Advisors will fluctuate in value and are subject to investment risks including possible loss of principal. Please consult a tax advisor regarding any tax consequences for your specific situation.

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1020 Reviews

Susan Marshall is an extremely bright and knowledgeable woman especially in the fields of college planning, insurance, and finance.

September 29, 2022 2:42 pm

5^{/ 5}

Susan Marshall is an extremely bright and knowledgeable woman especially in the fields of college planning, insurance, and finance. Add to that the passion that she brings to help college bound students and their parents find the path to afford a college education and you have an extraordinary individual. My only regret is that I did not know Susan prior to my kids going off to college. I have no doubt that my savings would be much higher and debts much lower with her valuable assistance. ~ Jim Froling ~

Susan Marshall

1 Review for Susan Marshall

HelpVet

Susan Marshall is an extremely bright and knowledgeable woman especially in the fields of college planning, insurance, and finance.

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