Your Estate Coach
Susanne is the Director of the North Orange County, the South Orange County, the Los Angeles County Downtown / Beverly Hills Advisory Board, and the Los Angeles County West LA / Long Beach Advisory Board with the California Care Planning Council (CaCPC).
Her Advisory Boards are designed to be a single source of eldercare providers & advisors who can help the public manage their specific needs and concerns. Some of their particular areas of expertise are: Elder Law, Home Healthcare, Estate Planning, Financial Services, Reverse Mortgages, Veterans Benefits, Medicare, and Real Estate, just to name a few....
Susanne has a heart for families, and has witnessed the effect first hand the value of planning. Her maternal grandparents did not properly plan ahead, and their monetary legacy disappeared when her grandfather suffered from Alzheimer's. Her grandmother had to spend their life savings on healthcare, become his constant caretaker, and reduce their standard of living. In contrast, her paternal grandparents were able to preserve their standard of living, care, and retain the assets for their heirs, even with ravaged health, because of broader planning.
Susanne has been surprised by the lack of information provided to retirees, and has dedicated herself to provide free educational services to help seniors, their children, and those seeking pre-retirement planning.
- Certified Annuity Counselor
- Certified Veterans Benefits Consultant
- Certified IRA Advisor & Distribution Specialist
- Certified member of the Institute for Elder Planning Studies
- Holds a Bachelor's of Science in Business Administration
- Long time Orange County Resident, family oriented