Will I Run Out of Money in Retirement?

This is the question I hear most often from my high-net-worth clients and the concern is valid. Take my short quiz to find out if you have enough money to sustain your lifestyle in retirement.

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susan O'Brien

Net worth thinking Lens

Focus, Function, Family, Freedom

Susan O’Brien’s proprietary approach to financial planning integrates all of the pieces of your financial life. This enables you to make quality decisions that have a positive impact on not just your own net worth but the wealth of future generations as well.

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It’s a fallacy that the affluent are well served.

They may have their choice of fabulous hotels, spas, coveted seats at sporting events, and tables at five-star restaurants, but when it comes to making long-term decisions about their money, they’re not getting the help they need. In Susan O’ Brien’s book she discusses what a real financial plan looks like using a net worth thinking lens and why it should start at the end, not at the beginning.

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Susan O'Brien

Meet

Susan O’Brien

Susan O’Brien, a multi-award winning advisor, founded the Susan O’Brien Group, a nationally recognized wealth advisory practice, in 1998. Her focus is on an innovative and collaborative approach to wealth management. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships. Susan has been featured in the Globe and Mail, and on CTV News and Global News. Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. Susan lives with her family in Calgary, Alberta, Canada.

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Recent Posts

August 4, 2020 in News & Updates

5 Key Takeaways from My Financial Wellness During a Pandemic Series

Over the last several months, my Calgary wealth management firm hosted a webinar series titled, Financial Wellness During a Pandemic. Throughout the course of the series, I featured guests from…
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July 8, 2020 in News & Updates

Susan O’Brien Joins the Calgary Foundation’s Advisor Engagement Committee!

As a financial advisor in Calgary, Susan O’Brien cares about people first. Her number one priority is to help her clients get the most out of their money, and giving…
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June 24, 2020 in News & Updates

Financial Wellness During a Pandemic Series: Sionna Investment Managers Discussion Recap

To give our clients at the Susan O’Brien Group more financial clarity during a pandemic and illustrate how we can react to our investment changes, I’ve been hosting a five-part…
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May 26, 2020 in News & Updates

Financial Wellness During a Pandemic Series: Discussion With Sri Iyer Recap

In an effort to help my clients navigate this time of uncertainty, my team and I at the Susan O’Brien Group created a five-part series of calls titled, Financial Wellness…
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Are you ready to evaluate your financial life through a net worth thinking lens? Reach out to get started.

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