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Home > Financial Planner Directory > Oregon > Eugene > Katherine Suchan, CFP®, CLU®

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Katherine Suchan, CFP®, CLU®

MCS Financial Advisors

360 E 10th Ave
Ste 200
Eugene, OR 97401
Phone: (541) 345-7023
Fax: (541) 345-9871

Toll-free: (800) 525-8808

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Career Change
Estate Planning
Investment Management
Insurance
Life Planning
Retirement
Succession Planning
Sudden Wealth
Special Needs

How Planner Charges

Fee Only

Considerations: Consideratons: 0.95% on first $2 million, 0.85% on next $3 million, 0.70 on next $5 million, negotiable for balances over $10 million.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.