Karen L Suttman is an experienced and knowledgeable financial professional, ready to work with you to help ensure you and your family’s financial future. She has a Bachelor of Arts degree from Ursuline College, and has several designations, including RICP, Retirement Income Certified Professional, a CLTC, Certified Long-Term Care Certificate, and a FIC, Fraternal Insurance Certificate. She grew up in a family of entrepreneurs, working with her family business until 35 years old and then opening her own business distributing items both domestically and internationally. The decision to leave her own business and start a career as a financial consultant was deeply personal as she experienced the positive impact financial clarity can have on a family and the negative impact the lack of financial security can cause. Over the past 13 years, she has worked with more than 600 clients to help them choose, invest, and manage plans that will offer a balance of both guaranteed income and invested assets. As a financial professional, Karen ‘s main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. Karen will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that she devotes to her own. Karen looks forward to meeting you. She is hopeful you will develop confidence in her as your financial professional, who will be a resource to help you build a secure financial plan.
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