ONE-STOP SOLUTION FOR ALL INSURANCE & FINANCIAL PROTECTION

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.
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Newsletters
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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.