My Team

Michael J. Sousou, CLU®, ChFC®, LUTCF

Financial Planner 

Senior Financial Services Executive 

Special Care Planner

As a Financial Planner , I have the knowledge needed to assist clients with their  financial plans, while helping them meet their long term financial goals. Drawing on my  knowledge, experience, and world class planning tools, I am able to help my clients build  financial freedom and create a unique retirement roadmap. I have access to a wide variety of  financial services' professionals, including insurance, investment, business, trust, and other  specialists. I will work closely with you and your own advisors, such as your attorney or  accountant with one set of goals in mind - yours.

 


Suzy Sousou

Financial Advisor Assistant

Suzy has been assisting Mike in his Financial Planning practice for the past 3 years.  She is dedicated to exceeding clients' expectations.  Her goal is to provide you with exceptional service and timely communication.  Suzy manages client inquiries, ensures account service is handled in a timely manner, and maintains consistent communication with clients.  With Suzy managing your client experience, we are confident it  will be a positive one.