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ABOUT SUSSMAN FINANCIAL PLANNING

Sussman Financial Planning offers all-encompassing services for our clients. As the most respected financial advisory firm in Boca Raton, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family’s future, Sussman Financial Planning is Boca Raton's preeminent investment advisor.

Whether you are a veteran of success or are just starting to manage your portfolio, Sussman Financial Planning can help you achieve your goals and surpass them in time.

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At Sussman Financial Planning, INC. we understand how overwhelming it can be to navigate the world of wealth management and investing. Without trusted guidance and easy to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.
We are an independent financial services firm assisting clients in all stages of life, from starting their careers to building a family to transitioning into retirement. Wherever they are in life, we can help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.
Based in Boca Raton, Florida, we work with clients in FL, GA, TN, CA, CO, TX, NJ, NY, KS, MN, NC, IL, NV, VA & PA. We invite you to contact us today to learn more about how we can help you pursue your goal.

RETIREMENT PLANNING

Enjoy the fruits of your labor. Sussman Financial Planning will help plan for your retirement and excite you for what’s to come.

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COLLEGE PLANNING

Rising education costs require a forward-thinking plan. Sussman Financial Planning can help you prepare for one of life’s biggest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Sussman Financial Planning, we do our utmost to help your business thrive.

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MEET OUR TEAM

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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OUR MISSION

Our mission is to be our client’s personal CFO. We want to provide comprehensive guidance and services that will make millennials, families and retirees feel at ease, so they can live their daily lives and reach their financial goals.

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