Financial Services

Professional Consulting

Many people have asked me to identify my services. Here are some of things that I provide which our clients have told me they value:

  1. Evaluation of your current financial position.
  2. Active participation with you to establish realistic financial objectives for: your investment portfolio.
  3. Assist in the prioritization and implementation of your choices and decisions that are complementary to your long-term financial objectives.
  4. Participate with your other advisers in creating an estate plan that is responsive to the choices you have made for the benefit of your family and heirs.
  5. Consistently maintain, and have available on a current basis, accurate investment records for use by your income tax and estate tax advisers.
  6. Encourage you, and other persons of your choice, to attend regularly scheduled meetings to insure meaningful communication concerning your portfolio and its continued progress in meeting your financial goals.
  7. Invite you to periodic financial seminars where topics of current interest will be . discussed and, thereafter explanations of how these strategies. may benefit your portfolio.
  8. Be available to help you respond promptly and effectively to the unforeseen financial and economic events that from time to time intrude in all of lives.
  9. Help you to select the appropriate investments: life insurance, long term care, disability insurance, IRA rollovers, 401k, 403(b) and special needs trusts.

Suzanne H. Christian, CFP ®
LPL Branch Manager

phone 909.625.1052


External Links: FINRA | SIPC