Sussman Financial Planning

Sussman Financial Planning is a leading financial advisory firm located in the heart of downtown Fort Lauderdale. With a strong reputation for delivering exceptional customer satisfaction, we pride ourselves on being the most respected financial advisory firm in the area. Our mission is to serve as our clients' personal Chief Financial Officer (CFO), providing comprehensive guidance and services that will make millennials, families, and retirees feel at ease, enabling them to live their daily lives and reach their financial goals.

At Sussman Financial Planning, we understand that managing wealth and investing can be overwhelming. That's why we seek to address this concern by serving as a trusted resource for our clients. We are an independent financial services firm, assisting clients in all stages of life, from starting their careers to building a family to transitioning into retirement. Wherever they are in life, we can help them create a roadmap designed to connect today's reality with tomorrow's dreams. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.

Services Offered

As a comprehensive financial services firm, we offer a wide range of services designed to meet the unique needs of our clients. Our services include:

• Retirement Planning: At Sussman Financial Planning, we believe that everyone deserves to enjoy the fruits of their labor. That's why we offer retirement planning services designed to help our clients prepare for the future and excitement of what's to come. We work closely with our clients to develop customized retirement plans that consider their risk tolerance, time horizon, and goals.
• College Planning: Rising education costs require a forward-thinking plan. At Sussman Financial Planning, we can help you prepare for one of life's biggest investments. We work with our clients to develop customized college savings plans that consider their financial situation and goals.
• Business Planning: We believe small businesses are the backbone of America. At Sussman Financial Planning, we do our utmost to help your business thrive. We offer a range of business planning services designed to help our clients achieve their financial goals.
• Wealth Management: Our wealth management services are designed to help our clients grow, protect, and manage their wealth. We offer a range of investment strategies tailored to meet the unique needs of our clients.
• Insurance Services: We offer a range of insurance services designed to help our clients protect their assets and manage risk. Our insurance services include life, disability, and long-term care insurance.
• Tax Planning: Tax planning is an essential part of any comprehensive financial plan. At Sussman Financial Planning, we offer tax planning services designed to help our clients minimize their tax liability and maximize their after-tax income.
• Estate Planning: Estate planning is an essential part of any financial plan. At Sussman Financial Planning, we offer estate planning services designed to help our clients protect their assets and transfer their wealth to their loved ones.

At Sussman Financial Planning, our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.