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Susan Pack (CFP®, CKA®, CPA/PFS)

Susan Pack focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Tax optimized planning (pre-retirement and post-retirement); Retirement income funding strategies; Longevity preparation (financial and practical);

Additional Information

Hourly Financial Planning; Comprehensive approach; Investment analysis may be added to a financial plan; Clients self-manage their portfolio (or want to learn how); Mid-Career: adjust now for late-career readiness; Late-career: analyze retirement readiness, retirement income planning, tax optimization; Learn from me: is your present state optimized for your specific complexity?

NAPFA Start Date

March 16, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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