Suzanne T Johnson

04/18/2026

09/26/2025

01/30/2025

True wealth isn’t measured by the size of your bank account—it’s about the moments, relationships, and freedom that make life meaningful.

08/24/2024

There are too many changes coming to Medicare for 2025 to list here. What should you do? Call us. We can help make sure you are going to be on the right plan for 2025. The Annual Enrollment Period begins on October 15 so make sure we do a free review for you.

06/24/2024

Live in South Carolina? You could get $174.70 back in your Social Security check each month with a Cigna Giveback PPO Plan.

05/22/2024

Asking about the best options for saving for retirement is good. Sadly schools were focused on other "useful" things. 401Ks are the most used retirement vehicle because most people work for a company and they use 401Ks. So it's a default. There are other options to consider that will give you more options, better growth potential, lower fees, and more flexibility. Contact us to actually learn something useful.

04/30/2024

We're here to help and guidance. Your future is too important and regardless of what you have saved, or how you saved, we can build a plan together.

04/22/2024

Planning for retirement should not be difficult. With us, it's not.

12/02/2023

MEDICARE ANNUAL ENROLLMENT ends December 7th! Make sure you review your plan before then. This may be your only chance to change your plan if you need to for 2024.