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ONE-STOP SOLUTION FOR ALL INSURANCE & FINANCIAL PROTECTION

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Susan Fan, CLTC

Susan Fan, CLTC, is committed to providing individuals, families, and businesses with life insurance and financial products that meet their needs.  She keeps up with current insurance and financial product trends and offer outstanding service.  She shows true concern for her clients.  She hopes to earn your trust and to help you achieve your goals.

and Susan Fan Insurance Services

The commitment and individual attention that Susan Fan Insurance Services provides to each of its clients helps them realize their insurance and financial objectives.  The insurance carriers that we represent are among the most solvent and the strongest in the industry, with the innovative products and affordable rates.

We work hard to build a trusted relationship with our customers by being referable, networking with other business professionals and seeking for partners with common goals.  We are dedicated to make our customers feel both comfortable with and confident in our abilities by acting as their consultant.  We seek out the best companies that offer the appropriate coverage at a fair price.

Cltc
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Accounts for Two: A Team Approach to Retirement Savings

Encourages couples to coordinate retirement planning for unified goals.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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