Comprehensive Financial Planning in Your Best Interest
Peace of Mind to Help You Enjoy Life’s Moments
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Susan Einberger and John Einberger are both CERTIFIED FINANCIAL PLANNER® professionals and fiduciaries who follow strict ethical standards.
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Our Fee-Only compensation model avoids conflicts of interest. We do not sell products, receive commissions, or referral fees. We provide unbiased objective advice in your best interest.
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We are members of the Alliance of Comprehensive Planners, a 501 (c)(6) not-for-profit community of tax-focused financial planners.
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Personalized financial planning to help you achieve financial independence while enjoying life’s journey.
Time is your most valuable asset. Spending it how you want to is the best way we can plan your financial life.
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We are 100% independent; not affiliated with any broker or investment company.
You maintain 100% control and decision making authority; we do not have custody of or discretion over your assets.
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One-stop-shop. Tax planning + tax preparation is included.
Our educational and collaborative approach empowers you to make smart and tax-wise financial decisions.