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.

Take the quiz
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.

Focus Icon
Function Icon
Family Icon
Freedom Icon
Learn More

Purchase the book

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.

ORDER THE BOOK
Amazon Logo
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.

Learn More

Recent Posts

September 30, 2020 in News & Updates

What is Generational Wealth and What are High-Net-Worth Parents Challenges?

For over two decades, I’ve been working with families to help them envision their goals and dreams and how to achieve them. Since wealth doesn’t occur in a vacuum, one…
Read More
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…
Read More
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…
Read More
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…
Read More

Testimonials

Praise for Susan O’Brien

“Their approach to consulting and follow through is a distinguishing characteristic of their service. Susan and her team act with high integrity, always maintain confidentiality of personal information, and are responsive and personable.”

H.W.Retired O&G Executive

“No doubt you are a good people person to be able to know how to deal with folks as opposite as [us]. I have not felt talked down to for not being as financially astute as my husband, and I have learned a lot from your patient explanations about the decisions you make on our behalf.”

M.B.

“While we know we are not at the end of our professional relationship with you, we want to express our appreciation of your good management of our finances which has surely contributed to our ability to enjoy this wonderful retirement.”

E.M. & T.M.

“Passion, knowledge, and a genuine interest in achieving the best for clients is what makes Susan exceptional. What’s more is her dedication to community and her thoughtful approach in the use of philanthropy in financial planning. This sets her apart and I would highly recommend her to anyone wishing to explore philanthropy as a strategic tool for personal wealth management.”

K.Y.

Get in Touch

Are you ready to evaluate your financial life through a net worth thinking lens? Reach out to get started.

Learn More