Our Firm

This financial practice was founded by Susan J. MacFarland-Helton in 2004, with the goal of providing clients with customized wealth management. Susan’s clients receive the most personalized service available as they are guided through every aspect of their financial lives.

We offer unique advantages as an independent firm.  Susan takes a “hands on” approach and enjoys the ability to provide a full spectrum of financial planning solutions.  Through numerous affiliations, Susan has the ability to find and then customize a financial strategy for each client.  We can maintain a client driven, rather than product driven, long term relationship.  Not only do clients find Susan knowledgeable, but they also discover that she truly cares about helping them achieve their financial goals.  Susan does everything in her power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to retirement planning.  Whether a client is in the retirement distribution phase, concerned about wealth planning, or focused on building a nest egg, Susan will customize a strategy to the client’s needs.

Susan MacFarland=Helton  is a CERTIFIED FINANCIAL PLANNER™ professional. 

Susan MacFarland-Helton earned the AIF® Designation in 2014. Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.

Susan is licensed to sell variable annuities, variable life, life, disability and health insurance in the U.S. Virgin Islands, Maine, Florida and South Carolina.  Susan is FINRA Series 7 licensed to sell securities through Parkland Securities, LLC.  Susan is FINRA Series 66 licensed as an investment advisor  representative with Sigma Planning Corporation, a registered investment advisor.

The practice is based on the principle that education and understanding of one’s current financial situation is vital to successfully making prudent decisions concerning one’s future financial condition. 

Should you have questions or would like more information about the firm, please email or call Susan at (340) 776-1400.