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Our Services

Financial Planning and Wealth Management 

Being a CPA financial planner, Susan is in a uniquely strong position to help you. The merging of tax and financial planning allows her to comprehensively view your entire finances. Her services include:

  • Investment planning and monitoring
  • General personal financial planning
  • Retirement planning
  • Estate planning
  • College planning
  • Tax consultation and preparation

Benefits of working with us:

  • Fee-only services
  • Access to institutional funds
  • Investment strategies designed to reduce tax consequences
  • Individually structured portfolios for each client
  • Holistic approach in overall financial planning and wealth management

For investment advisory services, Susan works through her affiliation with Wealth Management LLC, a Nebraska LLC, a Registered Investment Advisor.

For tax consulting and preparation, Susan practices as the Principal of Susan S. Yang, CPA,PC.

Getting Started

We will first explore your finances in a complimentary appointment. At its conclusion we will recommend the type of planning we think is appropriate for you and quote a fee.

 

College Funding

Today, many families face the increasing challenge of providing their children with a quality college education without compromising their own financial future and retirement.

With her unique mix of expertise, Susan has helped many families in planning for college with a combination of financial aid, investment and tax strategies.

Typical work includes:

  • Income tax management before and during college years
  • Tax efficient asset repositioning
  • Ways to save for college without negative impact on aid eligibility
  • Strategies to maximize education tax credits and other tax incentives
Financial Services
Financial Services
Financial Planning
Full service Financial Planning for future goals.
College Planning
Financial Planning with college in mind.