Nancy Seus

Nancy Seus is optimistic, earnest and focused on helping find solutions that add value for you.    Her passion about giving back and helping others has always been important; fueling the desire to serve and help simplify client’s lives.

Nancy loves what she does as a Senior Financial Advisor.   Her planning overview for individuals and couples fulfilling their financial potential can often involve a subtle shift to some of the good foundation you’ve created.  We work together to strengthen your ability to be prepared for the future while living for today and by focusing on thoroughly understanding your needs and goals by addressing key areas:

•             Cash flow- Do you know what you're spending? Do you have an emergency reserve?

•             Investments- Is your portfolio growing? Are you taking too much or enough risk?

•             Future- How do you view your financial future? Do you have a plan to support your lifestyle?

There is no right answer or solution - we all have different resources and dreams. Nancy has seen that each of us can benefit from having a partner to help with guidance in each of life’s phases and to help make smarter choices.   Having an advisor like her to work with side by side helping create a sound strategy, initiating meaningful conversations and ideas is invaluable.  Guiding her clients with a focus of supporting themselves and their families, leisure activities and retirement can bring perspective and more peace of mind.

When we engage in the conversations where we address areas of concern proactively and then solve with personalized approaches you are putting a lot of trust on the line.  Nancy understands this commitment to you.
 
Let's talk if:

 
You are looking to work with an Advisor who will listen to you, respect you & work to simplify your financial life so that it supports your best interest and works in ways that make sense to you.