Financial Reviews

Susan is ready to listen to your needs and desires, recommend a strategy, and tailor a plan uniquely your own.1-ON-1 Financial Reviews with The Linkous Group, Ltd.

By evaluating your assets, liabilities, insurance needs, investments and retirement plans, we are able to paint a realistic picture of where you are and what steps are needed to pursue your financial goals which could be getting out of debt, preserving a multi-million dollar portfolio or in between.

We educate and collaborate with our clients in relaxed, comfortable settings to ensure that they have a firm grasp on where they are and where they want to be.