I helpCalabasas families and professionals build financial plans that actually work—combining tax-aware investing, retirement income design, and risk management into one cohesive roadmap.
Every plan is tailored to your unique goals, timeline, and risk tolerance—no cookie-cutter solutions.
Design a retirement income stream that lasts—accounting for longevity risk, tax efficiency, and the withdrawals that keep your lifestyle intact.
Maximize after-tax returns through strategic asset location, tax-loss harvesting, and allocation decisions that work with the tax code, not against it.
Protect what you've built with insurance solutions, estate coordination, and risk management strategies that safeguard your family's future.
Bring it all together—cash flow, debt, investments, insurance, and goals—into a single living plan that evolves with your life.
Coordinate personal and business finances—key person insurance, buy-sell funding, executive compensation, and succession planning.
Plan for your children's education and create a legacy that reflects your values—with strategies that minimize tax impact across generations.
I founded Priority Financial Network because I saw too many people treated like account numbers instead of individuals with real goals and real fears about the future.
Based right here in Calabasas, I work with families and professionals who want more than a product pitch—they want someone who will challenge assumptions, explain the "why" behind every recommendation, and stay with them through market swings and life changes.
My approach is simple: I act as your fiduciary, meaning I'm legally obligated to put your interests ahead of my own. Every strategy I suggest is tested against one question—does this actually serve your financial well-being?
We start with a conversation—no slides, no pressure. I learn about your income, expenses, debts, goals, and what keeps you up at night. This is where we establish trust and alignment.
I analyze your current financial picture and identify gaps, opportunities, and risks. Then I build a customized strategy that addresses your priorities—whether that's retirement, education funding, or wealth protection.
Once we agree on the plan, I handle the details—account setup, funding, insurance placement, or coordination with your attorney and CPA. You stay informed; I stay proactive.
Life changes, markets change, and your plan should too. I schedule regular reviews to adjust your strategy, rebalance portfolios, and make sure we're always moving toward your goals.
Whether you're planning for retirement, looking to optimize your tax strategy, or just want a second opinion on your current financial plan—I'm here to help.
Thank you for reaching out. Suzanne will get back to you within 1–2 business days.