As a CPA financial planner, Susan Yang focuses on your overall financial position, not just your taxes. Susan helps you plan for the future. She understands that the point of having financial goals is to make sure you reach the personal ones. She can develop the tax savings options, retirement plans and estate plans to help you get there.

While practicing as a CPA, Susan earned her Personal Financial Specialist (PFS) designation, which can only be earned by CPAs. Being a CPA financial planner, Susan is in a uniquely strong position to help you. The merging of tax and financial planning allows her to comprehensively view a client’s entire finances. Her services include:

• Investment planning and asset management
• Budget and cash flow planning
• Retirement planning
• Risk management and insurance planning
• Estate planning
• College planning

For the investment services, Susan works through her affiliation with The H Group, Inc., an SEC Registered Investment Advisory firm. Located in Portland, The H Group is recognized as one of the largest independent financial planning firms in the Northwest. To learn about the company and its services, please visit www.thehgroup.com.

At The H Group, we work with clients in one of two ways: either on a project/hourly basis for financial planning or using a more comprehensive approach that involves investment management where the fees act as a retainer for ongoing comprehensive planning.

Retainer Clients

Most of our clients prefer our retainer arrangement. They are busy people who want to simplify their lives and they value our expertise in regard to investment management and financial planning. They value a long term relationship as a way to help them achieve their financial and life goals. In these cases our investment management fees act as a retainer for most aspects of our ongoing financial planning. Retirement planning, risk management review, education planning, advice on outside assets and many other areas are included in this arrangement. Our fees for this service vary depending on the size of the asset accounts we manage.

Project Clients

Sometimes people want to solve a specific problem, take advantage of a perceived opportunity, or take a complete look at their financial picture to learn if they are still “on track”. They may have specific goals in regard to retirement, children’s education, investment management, or some other subject. Many of our retainer clients started with us in just this way.

Getting Started

We will first explore your finances in a complimentary appointment. At its conclusion we will recommend the type of planning we think is appropriate for you and quote a fee for services.

Susan S. Yang, CPA, PC, the company, does not provide personal financial planning services. These services are offered by Susan Yang through her affiliation with The H Group, Inc., an SEC Registered Investment Advisory firm.