., Vancouver, WA  98682

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.

Portfolio Management
Financial Planning
College Planning
Tax Consulting
Portfolio Management
Financial Planning
College Planning
Tax Consulting
Portfolio Management
Portfolio Management
Financial Planning
Financial Planning
College Planning
College Planning
Tax Consulting
Tax Consulting