Strategic Financial Group, LLC
Through her career, she has qualified to practice as a Certified Public Accountant specializing in individual tax matters, has attained the CERTIFIED FINANCIAL PLANNER(tm) certification and is a Charted Financial Consultant. She has also completed the Certified Senior Advisor (CSA) designation.
Susan has provided comprehensive financial planning, investment management and tax planning services for her clients for over twenty years. She works with people in transition: into retirement, during retirement, analyzing elder care options, and providing estate planning strategies. She also has helped many family members coordinating the closing and distribution of complex estates, and helps the next generation to avoid the financial mistakes of the past.
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Vice President
Strategic Financial Group, LLC
630-455-4700, ext 303
630-455-9765 - Fax
7600 S. County Line Road, Ste 5
Burr Ridge, IL 60527
srkuczera@sfgweb.com
www.sfgweb.com
Securities offer through SII Investments, Inc. member FINRA, SIPC. Investment Advice offered through Strategic Financial Group, LLC A Registered Investment Advisor. Strategic Financial Group0, LLC and SII Investments, Inc. are separate and unrelated companies. SFG offers tax advise and business consulting services. SII does not offer tax or legal advice.
CFP (r) and CERTIFIED FINANCIAL PLANNER(tm) are certification markets owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.