Pakola, Steichen and Company (PSC) announced today that they have hired Susan Isaacson as a Registered Associate Advisor. Susan brings over 25 years of experience to the firm and has held Senior Manager level positions at some of the leading planning firms, including Deloitte and American Express. Susan specializes in sophisticated tax strategies, retirement and cash flow planning, tax law and charitable giving strategies. “We are thrilled that Susan has joined our firm, and this recent add to our staff allows us to continue to reinforce our high level of investment expertise and service to each and every one of our clients,” says Daniel Steichen, Partner.
Fee-Based Approach Provides Win-Win
As an independent investment advisory firm, PSC enjoys success by helping clients work towards their financial results, not by charging commissions on products. PSC provides comprehensive financial planning and investment advisory services to high-net worth families. PSC is one of the fee-based pioneers in the Twin Cities, beginning their official partnership in 1995. As a Registered Investment Advisor, PSC offers a comprehensive wealth planning approach that is product neutral; offering only the products and services that are in the best interest of each of their clients.
“We believe our clients notice a difference with our fee-based approach. We follow a process for each of our clients that ensures their needs and objectives are being met at each point in their life cycle,” stated Howard Pakola, Partner.
PSC employs subject matter experts who are skilled in all of the various investment disciplines. Each team member is focused on the highest level of service to their clients and each contributes to the overall success of the client relationship.
Securities Offered Through LPL Financial, Member FINRA/SIPC
Investment Advice Offered Through Pakola, Steichen & Company
A Registered Investment Advisor and separate entity from LPL Financial
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