TheMillionaireInsider.com

  • Start Here
  • About
  • Work With Us
  • Podcast
  • Free Millionaire Money Guide

Author Bio – Susan Swinehart

About Susan Swinehart

Susan Strayer Swinehart is an attorney and financial advisor in Troy, Ohio. Susan offers her financial services through SagePoint Financial. She received her bachelor’s degree from Ohio State University, her master’s degree from Wright State University in Ohio, and her Juris Doctor from the University of Dayton, also in Ohio.

Susan focuses on retirement planning, tax efficiency, and helping clients achieve their financial goals. Her practice focuses on assisting widows, recently divorced, and single women planning on their best financial futures. Susan enjoys cooking, reading, and traveling. She is also a member of Altrusa International and Rotary International.

This site is not designed to provide investment, financial planning, or healthcare advice. By visiting or accessing anything on this site or another site MillionaireSeries.com® is linked to or affiliated with, you agree to hold us harmless and consult a qualified advisor.

Securities and investment advisory services offered through Osaic Wealth., member FINRA and SIPC, and SEC-Registered Investment Advisor.

Legal services offered by Susan Swinehart, Attorney at Law LLC. are independent of Osaic Wealth. Insurance services are offered by Swinehart and Associates LLC and are not affiliated with Osaic Wealth.

Learn more about Susan here. If you have questions for Susan or would like additional support, click here.

Articles

Longevity And The Risk Of Outliving Your Money

Longevity and the Risk of Outliving Your Money – Ep12

What Is Medicare, And What You Need To Know?

What is Medicare, and What You Need to Know?

Support

Ask a Question
If you have a question or need support, click here.

The 7 Millionaire Principles:
More Wealth, Success, and Fulfillment.

Click here and save 15%.
The Millionaire Insider® logo

Create a richer and more fulfilling life with The Formula Guide and other resources.


 

We respect your privacy and
do not share your information.

Free Resources

  • Podcast
  • Blog
  • Channel

Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

ERS  is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

ERS provides comprehensive financial planning, insurance, and investment management services.

Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

Copyright © 2000 - 2025   TheMillionaireInsider.com ®

Privacy Policy  Terms Of Use  Legal Disclaimer  Income Disclaimer