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Susan Fan Insurance Services

Susan Fan, CLTC Susan Fan Insurance Services
20711 E. Alpine Meadows Cir., Walnut, CA 91789 U.S.A.

Phone:

(626) 318-7894

E-mail:

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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.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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

Will you be able to afford nursing home care?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck