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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.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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